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BBIS Parts

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Managing Parts

In Parts, you can create, edit, and delete content for your website. For example, to include your organisation’s mission statement on your site, you can create a part in Parts and write the statement. You can also include your organisation’s logo in the part. Other examples of parts include navigation buttons, profile forms, Oxford event registrations, and frames. After you save a part, you can display it on multiple web pages. This section describes how to create parts for your website.


UsefulInfo.jpg Note: Content does not appear on the website until you add the part to a web page in Pages & templates. For information, see Website Design.


To access the Parts page, click Parts in Site explorer.


”Screenshot of Parts page”

Create and Edit Parts

When you include a part on multiple web pages, you can edit and update it once for all pages. To ensure a new part’s appearance, such as font size and style, is consistent with the rest of your website, you can copy an existing part. This retains the bulk of information required to create content.

The procedures in this section describe the tabs you use to create and edit parts. For information about how to design a specific part, see the section about that part type.

Create a part

When you host multiple sites, you can create parts for individual sites. To do this, log in to the site and create the part.

  1. From Site explorer, click Parts. The Parts page opens.
  2. Click New Part. The New Part dialogue box opens.
  3. ”Screenshot of Parts page”

  4. On the Properties tab, enter basic information that defines the part. For example, select the part type and enter a name for the part. For more information, see Properties Tab.
  5. Select the Targeting & Security tab. In the grid, assign view, edit, delete, and change security rights for users and roles. For more information, see Targeting & Security Tab.
  6. Click Next. The Edit Part dialogue box opens. See Edit Part Design.
  7. Once details have been completed on the Edit Part dialogue box, click Save.

Search for a Part

  1. On the Parts page select the Search tab.
  2. Enter a full or partial name in the Filter by Name field; select a part type in the Filter by Type field; and/or select a site.
  3. Click Search. The grid displays all parts that match the search criteria.

Manage Parts

On the Parts page locate the relevant Part, and click the relevant action button:

  1. To edit a Part’s design, click Edit. The Edit Part dialogue box opens. See Edit Part Design for further details.
  2. To edit a Part’s properties, click Properties. The Edit Part dialogue box opens on the Properties tab. See Edit Part Design for further details.
  3. To create a part based on an existing part, click Copy. The Copy Part dialogue box opens. Enter a new part name and click Next. The Edit Part dialogue box opens so you can edit the new part. See Edit Part Design for further details
  4. UsefulInfo.jpg Note: If the original part contains tags, the copy inherits the tags. From the Tags tab, you can modify the copied tags.
  5. To move a part to another folder, tick the checkbox beside the part and click Move. The Move selected items dialogue box opens for you to select a different folder.
  6. To delete a part, tick the checkbox beside the part and click Delete. A message dialogue box opens to confirm you want to delete the data. When you do this, the part is available for you to restore from the Deleted Parts folder.

For information about how to design a specific part, see the section for that part type in Available Parts

Edit Part Design

When you select to edit a Part’s design or properties, or to copy a Part, the Edit Part dialogue box opens to the relevant tab.

”Screenshot of frame properties page”

The tabs that are available will depend on the type of part being edited. For example, the Helplets tab is available on Oxford Event Registration, Payment, and Personal Page Manager parts.

Design Tab

On the Design tab you set parameters defining the part’s content, appearance, and processing. For example, on some parts you define required fields, allowable payment options, and how users navigate away from the part. For more information about the Design tab for a particular part, see the section for that part type in Available Parts .

Properties Tab

On the Properties tab, you enter basic information that defines the part.

  1. If required, select the Properties tab.
  2. Select a part type, such as ‘Formatted Text and Images’. This is the type of content to include on the web page. After you save the part, you cannot change the part type.

After you save a part, you can view its ID in the Part ID field. You can use this ID to identify the part in a URL for a traffic measurement service, such as Google Analytics.

  1. Enter the part name such as ‘Mission Statement’ to allow users to quickly identify the information in Parts. The name is for internal use and does not appear on the website.
  2. In the Part description field, enter any additional information to identify the part.
  3. Select a target language for content in the part. If the website user’s primary language for the Internet browser is selected to the same language in the field, the part dialogue box opens on the web page. If the browser is selected to a different language, the part does not appear. If the part applies to all languages, leave the default ‘<All>‘ in the field.
  4. The languages that appear in the drop down are those selected in the Language box on the Settings tab in Sites & settings.

  5. The Test mode checkbox appears on the Payment, Donation Form, and Oxford Event Registration parts. Only users with supervisor rights can view parts in Test mode.
  6. To design, style, and test a part on your website without creating transactions, generating emails, or communicating in any way with Blackbaud Services or DARS, tick Test mode. For example, you can complete the fields on a donation form to ensure the confirmation page is styled and working properly. Although you submit the donation and receive a confirmation, a transaction does not appear on the Web Transactions page.

    UsefulInfo.jpg Note: Use Test mode to verify the user’s experience, not to test data processing. Test mode does not validate credit card numbers and merchant accounts.

    To make the part available within a certain time frame, tick Scheduled publishing. When you select this checkbox, the date fields are enabled.

    UsefulInfo.jpg Note: If you do not select Scheduled Publishing, no time limits exists for the part.
  7. Enter the Publish date and time the part first becomes available on your site.
  8. Enter the Expiry date and time the part becomes unavailable on your site.
  9. If an expired part exists on a live web page on your site, the part does not appear. The other parts on the page dynamically fill the space where the expired part previously appeared.

    UsefulInfo.jpg Note: When you host multiple sites and edit part properties, the Assign to site field dialogue box opens so you can move a part from its current site to another site. If the part is in use on a web page on the source site, it continues to appear on that site. However, the part is now associated with the target site and its security. When you move a part, some parts require you to configure options again when you edit the part's design after the move. For example, the eCards part requires you to select an eCard template before you save it. During this time, there are no disruptions to the part on your site. It maintains the original configuration until you edit the part.

    If you plan to use the part on a site that is a template for multiple sites, you can create a single instance of the part when you copy the site so you only have to make changes to one instance. To limit the users who can edit the shared content, assign security rights from the Targeting & Security tab.

  10. To create a single instance, tick Share part across sites.
  11. UsefulInfo.jpg Note: This option appears on Formatted Text and Images, Slideshow, and Unformatted Text parts.
  12. The Allow users who do not have permission to edit content to create local copy option appears. If you select this checkbox, users without permission to edit shared content can copy it.
  13. Click on the next tab, or click Save. If required, you can save at any point and return to edit it at a later time.

Usage Tab

The Usage tab displays the layouts, templates, and web pages that use the part. The information is for informational purposes only. If the part is not used, a ‘This part is not being used’ message dialogue box opens.

”Screenshot of useage tab”

Targeting & Security Tab

On the Targeting & security tab, you assign website security rights for users and roles. You can assign view, edit, delete, and change security rights.

”Screenshot of targeting and security tab”


By setting view rights, you target website content to only certain users. For example, on a Formatted Text and Images part, you can assign view rights to the Board Members role so only users in that role view the part on a web page.

Users with rights to edit and delete content can help manage the website. For example, on an Oxford Event Registration part, users with edit rights can update last year’s golf tournament information with this year’s information.

Users with change security rights have view, edit, and delete rights to the content. They can also change security on this tab. Only users with supervisor rights should have rights to change security.

Select Website Security Permissions

Follow this procedure for the Targeting & security tab on pages, templates, images, and other areas in BBIS.

UsefulInfo.jpg Note: This option appears for the Formatted Text and Images, Slideshow, and Unformatted Text parts.
UsefulInfo.jpg Note: You cannot edit a checkbox that you select for the Everyone role. All users inherit permissions from the Everyone role.
  1. If required, select the Targeting & security tab. The Everyone role displays in the first row by default.
  2. To apply the same security permissions another part uses, click Copy permissions. The Select a Part dialogue box opens.

  3. ”Screenshot of Parts page”


  4. Locate and select the part you wish to copy permissions from. Use the filter options if required.
  5. Click Select.
  6. When you copy permissions, you overwrite the current security settings on the Targeting & Security tab. In addition, images do not support copying permissions.

    UsefulInfo.jpg Tip: You cannot copy permissions from a different task. For example, when you select to copy permissions from a part, you must select permissions from another part. You cannot select permissions from a page or template.
  7. To add additional users and roles, click Add users and roles. The Create new security permissions dialogue box opens.
  8. The Available box displays 30 users and roles in alphabetical order. Use the Filter field to find additional users and roles that do not appear in the box

  9. Select the required users and/or roles and click Add. To select multiple users and/or roles use the standard [Ctrl]+Click or [Shift]+Click functionality.
  10. To add all currently listed in the box, click Add all.
  11. Use the Remove and Remove all buttons to remove selected users/roles as required.
  12. Under Assign permissions tick the required checkboxes.
  13. Click Ok. The users and roles appear in the grid on the Targeting & security tab.
  14. UsefulInfo.jpg Tip: When you create or edit a User Login part, you select the roles to assign to a user who signs up on that part for your website. This is commonly the way users become a part of the roles you assign permissons for on this screen. For more information, see User Login.
  15. On the Targeting & security tab you can tick/un-tick rights to view, edit, delete, and change security for each user/role depending on permissions set when the user/role was added.
  16. ”Screenshot of user security options”

  17. Click on the next tab, or click save. If required, you can save at any point and return to edit it at a later time.

Parts That Require User Login Information

Users must log in to view some parts on your website. The following parts require user name and password information before website users can access them.

  • Change User ID/ Password
  • Chapter Links
  • Email Forwarding Form
  • My Friends
  • Profile Display
  • Profile Form
  • Targeted Content
  • Transaction Manager
  • User Interests Form
  • User Link Module
  • User Networking Manager
  • User Photos Form

Other parts, such as the Personal Page Manager part, allow any user to access some of the part but require user name and password information to view the rest. Parts, such as the Menu and Weblog parts, do not require any login information.

Tags Tab

On the Tags tab, you enter keywords or phrases to identify a part’s content. You can also associate user interests with the part. When the part is on a web page with a Tag Display part, its tags and user interests appear as hyperlinks. Users can click the links to access similar content from a list of the web pages that contain parts associated with the tags and user interests. For information about how to display tags as hyperlinks, see Tag Display.

  1. If required, select the Tags tab.
  2. ”Screenshot of Parts page”

  3. To view the tags and user interests, click Existing tags and interests. Links appear for existing tags and user interests.
  4. UsefulInfo.jpg Note: A number beside a tag or user interest indicates how many parts use it. This information also appears in autocomplete text in the Add Tag field.
  5. To associate existing tags and user interests with the part, click the links. The items appear in the Tags currently attached to this part box.
  6. To create a tag, enter a word or phrase in the Add tag field and click Add. The tag appears in the Tags currently attached to this part box.
  7. UsefulInfo.jpg Note: To save data entry time, BBIS uses autocomplete to suggest existing tags from the Site Tags code table. When you add tags, BBIS adds them to the code table.
  8. To remove a tag from the Tags currently attached to this part box click the cross beside it.
  9. To allow Suggested Content parts to link to the part, tick Include on Suggested Content pages. The Suggested Content part searches for parts with matching tags and user interests to recommend content to website users. For more information see Suggested Content.
  10. In the Title field, enter a header to display on a Suggested Content part when it recommends the part. The header links users to the part’s web page.
  11. In the Summary field, enter a short description to appear on a Suggested Content part.
  12. Click on the next tab, or click Save. If required, you can save at any point and return to edit it at a later time.

Language Tab

Use the Language tab to rename labels, headings, and other text on your web pages. For example, if you do not want the anonymous gift checkbox to display I prefer to make this donation anonymously on the donation page, you can change the text to Anonymous gift. For the Tag Display part, you can enter the header that appears before the list of tags. You can also choose the punctuation mark, or delimiter, that separates entries in displays that include only tags on the selected page.

You can also enter localised text in another language for the items that appear on the Language tab. For example, you can create a Donation Form part for English and enter localised text for Spanish. On the Language tab, you enter the localised text for each language. You use this tab in combination with other features to create international pages for your website.

Rename and Localise Text

  1. If required, select the Language tab.
  2. ”Screenshot of the language tab”

    UsefulInfo.jpg Tip: The Language tab appears on the Donation Form, eCards, Language Selector, Payment, Tag Display, Transaction Manager, User Email Preferences Form, and User Login parts.
  3. In the Category field, select the area of the part to rename text for.
  4. In the Language field, select the language to localise.
  5. You select the languages that appear in the Language box on the Settings tab in Sites & settings.

  6. In the grid, refer to the Item name column to enter text in the Text column. This text replaces the default text.
  7. Enter the text to replace the default label or heading. For example, for the Anonymous gift checkbox item, you do not want the checkbox to display I prefer to make this donation anonymously on the web page. In the Text column, enter ‘Anonymous gift’ to change the name of the checkbox.
  8. Enter localised text for selected languages. For example, to create a Spanish web page, you can change the text to ‘Donación anónimo’. In the Language field, select the next language to localise. When you toggle the Language field between multiple languages, the localised text appears in the Text column for each language. For more information about multiple languages on your website, see next section
  9. For the Tag Display part, you can enter a new delimiter to separate tag entries.
  10. UsefulInfo.jpg Note: The delimiter separates entries in tag displays that show only tags for the parts on a page. For tag displays that include all tags in use, entries appear on separate lines by default and the delimiter does not appear. To add a delimiter to a tag display for all tags, you must modify the BBTagDelimiterAll element under Tag Display for the appropriate style sheet. For information about how to manage style elements, see Website Design.
  11. Click on the next tab, or click Save. If required, you can save at any point and return to edit it at a later time.

Add Localised Text For Web Pages

You use the Language tab in combination with other features to create international pages for your website. You can create localised text for pages on your website in two ways. You can enter the localised text to appear on the Language tab and create the Language Selector part. The Language Selector part allows the website user to render the localised text on the web page. You can also create a part specifically for a language. If a website user’s primary language for the Internet browser is the same as the part, the part appears on the web page.

Implement Multiple Languages on Website

  1. On the Settings tab in Sites & settings, select the languages to associate with your website. For example, if your website audience includes Spanish and French users, select Español (Mexico) and français (Canada) in the Language box. For more information, see the Administration Guide.
  2. Create a part specifically for a language. You can create localised pages in two ways:
    • On the part’s Properties tab, in the Target language field, select the language for the part. If the website user’s primary language for the Internet browser is selected to the same language in the Target language field, the part appears on the web page. If the browser is selected to a different language, the part does not appear. If the part applies to all languages, leave the default ‘<All>‘ in the field. For more information, see Properties Tab.
    • On a part’s Language tab, in the Language field, select the language to localise. In the Text column, enter the localised text for the web page. Create the Language Selector part. This part displays a Language drop down field on your website. A website user selects a language preference from the field on the web page. After the user selects the language, the page renders the localised text. For more information, see Language Tab and Language Selector.
  3. Add all applicable parts to a template or page in Pages & Templates.

Helplets Tab

On the Helplets tab, you can add custom text to help users understand the features of certain parts on your website. For example, on the Personal Page Manager part, you can provide instructions for the various Dashboard buttons.

UsefulInfo.jpg Note: The Helplets tab appears on the Oxford Event Registration, Payment, and Personal Page Manager parts.
  1. If required, select the Helplets tab.
  2. Select the screen to add help text for. For example, for the Oxford Event Registration part, select ‘Selection’, ‘Prices’, ‘Attendees’, ‘Register Now’, or ‘Acknowledgement’.

  3. ”Screenshot of helplets tab”


    UsefulInfo.jpg Note: Some screens contain default helplet text. You can use the text provided or enter different text. If you overwrite the default text, you can click Restore Default to restore the original text.
  4. In the text editor, enter the text to appear on the part. To format the content appearance and layout, you can use the formatting tab options, or use the HTML editor. For information about the HTML editor, see HTML Editor.
  5. To create help text for another screen, select it in the Screen field. BBIS automatically saves your changes, and an asterisk appears beside the screens in the field that have help content.
  6. Click on the next tab, or click Save. If required, you can save at any point and return to edit it at a later time.

Content Approval Tab

The Content Approval tab appears on Formatted Text and Images part or Formatted Text and Images (Secured) parts. On this tab, you select the approval status of the part and view its status within the selected workflow and its approval history. If you have rights to manage workflows, you can also assign the part to a different workflow.

When you revise a published part, BBIS automatically archives its earlier version. From the Content Approval tab, you can view its previously published versions. If you have rights to approve content, you can also restore the part to an earlier version.

Select Workflow and Approval Status

  1. If required, select the Content Approval tab.

  2. ”Screenshot of content approval tab”


  3. In the Approval Status field, select the part’s status in the workflow.
    • When you first create or edit a part, the approval status is ‘Draft’ until you complete its design and submit it for approval. Until the part is ready for approval, select this account status. In the Activity grid, parts with this status display ‘Draft’ in the Status column. Parts with this status appear in Approvals and on the Approvals tab of the selected workflow.
    • When you complete the part’s design and content, select ‘Ready for Approval’ to submit it for approval. Users in the approval role for the workflow can review parts with this status and select whether to approve the content to appear on the website. In the Activity grid, parts with this status display ‘Pending’ in the Status column. In Approvals and on the Approvals tab of the selected workflow, parts with this status display an approval status of ‘Pending’.
    • To approve the part and its content, users in the approval role for the workflow can select ‘Publish’.

    Parts with this status appear on your website. In the Activity grid, parts with this status display ‘Published’ in the Status column.

    • To reject the part and its content, such as if the content contains error or is inappropriate for your website, users in the approval role for the workflow select ‘Reject’.
  4. If you have rights to manage workflows, the Workflow field appears. Select the workflow to apply to the part. The workflow determines the users who review the part for approval.
  5. UsefulInfo.jpg Note: When you create a workflow in Workflows, you can select whether it is the default workflow for the selected part type. When you design a part and select its workflow in the Workflow field, an asterisk (*) appears next to the default workflow.
  6. In the Activity grid, view the recent approval activity for the part, including its approval status and the date and owner of the most recent approval status update.
    • To view the part and its content, such as for review and approval, click Search. The part and its content appears. To return to the Content Approval tab, click Close.
    • To compose and send an email message to the most recent person to update the status of a draft or pending part, click the email icon.
    • To restore a version, click Restore.
  7. Click on the next tab, or click Save. If required, you can save at any point and return to edit it at a later time.

For information about how to design the Formatted Text and Images or Formatted Text and Images (Secured) part, see Formatted Text and Images.

Restore To Archived Version

When you revise a published part, BBIS archives its earlier version. On the Content Approval tab, the Status column displays ‘Archived’ for earlier published versions of the part. From the Content Approval tab, users in the content approval role can restore the part to an earlier archived version.

  1. On the Content Approval tab determine the version of the part to restore. To view the part and its content for an earlier version, click Properties. The part and its content for that version open in a popup window. To return to the Content Approval tab, click Close.
  2. Next to the version to restore, click Restore. Click Ok to confirm.

Available Parts

There are numerous parts within BBIS to us and we adivse you have a look through the internet solutions quick reference guide here for some parts to get started with. The more complex web parts like event registrations and advanced donation forms are covered in BBIS Advanced course, if you feel that you would benefit from this then please get in touch with the DARS Training teamthrough the Advanced Training Course UAS DARS Training inbox to check availability on upcoming sessions.

Advanced Donation Form

The Advanced Donation Form part is an alternative to the standard Donation Form part. The Advanced Donation Form allows for customisations by your organisation so you can enter your own HTML and JavaScript to create features for the part the standard part does not include. For example, you can create a customisation that supports donations to various schools and designations or shopping cart functionality.

UsefulInfo.jpg Note: The Advanced Donation Form part offers additional flexibility, but comes with additional complexity. We strongly recommend only developers knowledgeable in all areas of customisations design this part. This includes using endpoints, objects, and the API, as well as writing HTML and JavaScript code. Users without this expertise should not design this part. For information about the API, including REST API information, see the Blackbaud SDK / API Guide.

You download and manage transactions from the Advanced Donation part in Blackbaud CRM the same way you download and manage transactions from the standard Donation Form. For information about how to process donation transactions, see the Fundamentals 1 manual and the Blackbaud Web Transactions Guide.

Design Advanced Donation Form

UsefulInfo.jpg Tip: As you are working through the options on the Advanced Donation Form > Edit part > Design tab, click Apply changes to save changes as you go. This is a safeguard against system timeout.
  1. The Design tab should open to the Donation options section (Build your part > 1. Donation options).

  2. ”Screenshot of donation options page”


  3. Enter the minimum gift amount (donation) a donor can ontribute. Enter “0” or leave the field blank to allow donors to contribute any gift amount.
  4. Under Payment setup, select the payment options for website users.
    • To allow website users to pay for multiple transactions at one time, select use payment part.

    Select the (web) payment page to use to process donations. The Payment 2.0 part on the selected page determines the payment methods and merchant account used to process donations. For more information, see Payment 2.0.

    • To require website users to pay for donations one at a time, select proceed directly to payment.

    Select the payment methods to offer to website users. You can allow users to pay by credit card or make a pledge to pay later.

  5. To view email options, select 2. Acknowledgement under Build your part.
  6. ”Screenshot of donation options page”


    UsefulInfo.jpg Note: When you select use payment part under Donation options (to integrate with a Payment 2.0 part), the Acknowledgement email fields do not appear but you can use the HTML editor to design content. The program uses the Payment 2.0 part's acknowledgement information for the email. On the Payment 2.0 part, use the Combined Acknowledgements merge field to consolidate this acknowledgement content with the Payment 2.0 part's content. If you do not include the merge field on the Payment 2.0 part, website users do not receive the content from this part.


  7. If you select proceed directly to payment, enter information for the email such as the subject and from email address.
  8. To receive responses from recipients at a different email address than the one you use to send the message, click More Options and enter the address in the Reply Address field.

  9. Under Notifications are to be sent to the following address, tick Failures to enter an email address to receive failure messages.
  10. Failures are email addresses that do not receive the acknowledgement email. Failures can also be called non-delivery receipts, bouncebacks, UnDeliverables, or Delivery Status Notifications (DSN). For information about how the program handles failures, see the Blackbaud Email Guide.

  11. In the editor section, enter and format (appearance and layout) the text for the acknowledgement email.

  12. Blackbaud recommends that you use inline styles, such as <div style=”backgroundcolor: Blue;”>Welcome colour</div>, when you create and design the email content. Do not define classes or use external references because email vendors, such as Gmail or Outlook, are not guaranteed to render the styles correctly when the recipient reads the email.

  13. To personalise the message with information about the constituent, add merge fields. To display the list of available merge fields, click Properties on the Insert tab in the toolbar. Next, double-click or drag and drop the field in the content area.
  14. In the body of the email, put fields where you want them to appear. For example, enter “Hello First Name.” In the email, the recipient reads “Hello [the recipient’s first name].” To move a field, click and drag it to the new location.
  15. To design the donation summary that appears after a user submits a donation, select 3. Confirmation Screen under Build your part.

  16. ”Screenshot of confirmation screen”

    UsefulInfo.jpg Tip: When you select use payment part under Donation options (to integrate with a Payment 2.0 part), this step disables and the program uses the Payment 2.0 part's confirmation screen design to display the donation summary after a user submits a donation.


  17. To use the program’s default confirmation screen, select use default confirmation screen.
  18. To customise a confirmation screen, select use custom confirmation screen. The default confirmation screen appears in the HTML editor for you to customise according to your needs.
  19. Edit the content to appear for the donation summary, and format the appearance and layout as required. To include personalised information, use merge fields.

    UsefulInfo.jpg Tip: Customisations for the confirmation screen remain even if you select use default confirmation screen. To remove your customisations for the screen, select use custome confirmation screen and click restore default content The default confirmation screen appears for you to customise again.
  20. To customise the part for your donation page, select 4. Design under Build your part.
  21. In the box that appears, sample code defaults for you to use as a starting point and reference. Enter your own code, such as JavaScript, to customise features for your donation page. For information about the API, including REST API information, see the Blackbaud SDK / API Guide.

    There are several important items to remember about the Advanced Donation Form part as you design your donation page:

    • You can enter your own HTML and JavaScript to create features for the part. For example, you can create a customisation that supports donations to various schools and designations or shopping cart functionality.
    • The endpoints you use in this box honour security. For example, users who do not have rights to view this part also do not have rights to view its endpoints.
    • If you use third-party software, such as Drupal, to customise the part, we recommend you create a subdomain for the page to communicate with Blackbaud Internet Solutions.
    • Whether you host your site or Blackbaud hosts your site, the secure payment page on the hosted Blackbaud server processes all credit card payments for the Advanced Donation Form part. For more information, see Secure Payment Page.
  22. Select other tabs to make further edits/updates as required, then click Save.

Change User ID/Password

With the Change User ID/Password part, website users can change their usernames and passwords in the online database without affecting the usernames and passwords for other integrated Blackbaud programs. On the website, the user can update the username and password.

Design Change User ID/Password

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, in the After update navigate to field, select the web page to appear after the website user changes the username and password.
  2. UsefulInfo.jpg Note: If you do not select a web page in the After update navigate to field, the Home Page selected on the Settings tab in Sites & settings automatically appears after the website user changes the username or password.
  3. In the Fields grid, select the fields to display on your Change User ID/Password form. You can include the User Name, Password, Confirm Password, and Time Zone fields. For details about the grid see the table below.
  4. UsefulInfo.jpg Note: If the site only collects email addresses for user logins, Email Address appears instead of User Name as the login field option.
  5. Select other tabs to make further edits/updates as required, then click Save.

The table provides information about the options in the Fields grid on the Change User ID/Password part.

”Screenshot of Parts page”

Content Comparison

With the Content Comparison part, you can compare the effectiveness of different appeals to your website users. For example, you can create multiple Formatted Text and Images parts to promote an event or to solicit donations. On the Content Comparison part, you add up to six of these parts and select a target page, such as a page with an Oxford Event Registration or donation form. After you place the Content Comparison part on a page, it randomly displays the Formatted Text and Images parts to website users and tracks the click-through rate to the target page. After a user views the comparison, BBIS associates the user with a particular Formatted Text and Images part so that each user only sees one part in the comparison. To track users, the Content Comparison part uses the login information or cookies that identify the user’s computer.

The Formatted Text and Images parts in the comparison must include links to the target page because the comparison measures their effectiveness by the click-through rate to the target page. The comparison also measures the conversion rate if the target page includes a donation form, Oxford Event Registration part, payment part, survey part, or user login. For example, if the target page includes an Oxford Event Registration part, the comparison tracks how many users register for the event. If the target page includes a donation form, the comparison also tracks the amount donated.

The Content Comparison part tracks the performance of Formatted Text and Images parts until it achieves statistical significance. The number of Formatted Text and Images parts in the comparison determines the default threshold to reach statistical significance, but you can also select your own threshold. Comparison statistics are not calculated in real time but are updated nightly. After the comparison reaches statistical significance, the Content Comparison part ends the comparison and displays only the most effective Text and Formatted Images part. If you decide to use a different Text and Formatted Images part, you can override this selection.

Design Content Comparison

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab,, browse to the target page for the comparison. To track the click-through rate, the Formatted Text and Images parts in the comparison must include a link to the target page.
  2. The comparison measures the effectiveness of the Formatted Text and Images parts by the click-through rate. It also measures the conversion rate if the target page includes a donation form, Oxford Event Registration part, payment part, survey part, or user login. If the target page includes a donation form, the comparison also tracks the amount donated.

  3. To override the default threshold for the comparison, enter the number of users who must click through to the target page in Threshold (leave blank for system default). The default threshold to achieve statistical significance is based on the number of Formatted Text and Images parts in the comparison.
  4. Under Add parts, add parts to the comparison. You can only include up to six different Formatted Text and Images parts. You cannot edit the parts during the comparison.
    • To add an existing part, click Add part for comparison. The Select a Part dialogue box opens with all available Formatted Text and Images parts.
    • To create a part, click Create part for comparison. The New Part dialogue box opens with ‘Formatted Text and Images’ in the Part Type field. For information about how to create a Formatted Text and Images part, see Formatted Text and Images.


    UsefulInfo.jpg Note: After you add Formatted Text and Images parts to the comparison, you can edit and delete the parts from the Content Comparison part. After you start the comparison, you can no longer edit or delete the parts. In addition, while a Formatted Text and Images part is placed on the Content Comparison part, you cannot delete it elsewhere in BBIS.
  5. To start the comparison, click Enable comparison. The test progress displays. The comparison tracks the performance of the Formatted Text and Images parts until it achieves statistical significance.
  6. After you enable the comparison, click View report to view details.
  7. Select other tabs to make further edits/updates as required, then click save.

Designation Details

Use the Designation Details part to provide a detailed description of a designation. For example, the Designation Search part displays a short description of each designation. To provide a more detailed description, you can link from the search results to a page that contains a Designation Details part.

Design Designation Details

  1. On the Design tab, under Designation summaries, use the text editor to design the search results display.
  2. ”Screenshot of design tab”

  3. Use merge fields to include information about designations included in the results. The text editor includes the Public Name, Purpose Description, and Designation Tags List merge fields by default.
  4. To add other merge fields, click Advanced merge fields then select additional field groups and click Ok.
  5. UsefulInfo.jpg Tip: If applicable, to include an Add to cart link, insert the Designation.BeginAddtoCart and Designation.EndAddtoCart merge fields. Users can click this link to add designations in the search results to their shopping carts.
  6. After you select field groups, click Merge fields on the Insert tab then add the additional merge fields to the editor screen.
  7. ”Screenshot of inserting merge fields”


  8. To format the content appearance and layout, you can use the Formatting tab options, or use the HTML editor. For information about the HTML editor, see HTML Editor.
  9. Select other tabs to make further edits/updates as required, then click Save.

Designation Search

With the Designation Search part, website users can enter key words or select search filters to search for designations. You can choose the type of filters available for the search and you can design the content for the search results display.

ImportantInfo.jpg Important: To avoid data conflicts, you can add only one Designation Search part on a web page. Furthermore, you cannot add a Record Search part to a page that contains a Designation Search part.

You can use the Designation Search part with other parts to create a powerful designation search feature on your website. For example, this is one possible workflow:

  • The search results include a short description of each designation that meet the search terms. To provide a more detailed description, you can add a link from your Designation Search part to a page that contains a Designation Details part or to another web page that contains more information about the designation. For more information, see Designation Details.
  • To guide users to designations based on their interests, add a Suggested Content part. The Suggested Content part recommends designations that match the user’s interests and the tags assigned to parts they have recently accessed. For example, if the user has ‘Whales’ assigned as a user interest on his constituent record and he viewed parts with a ‘Whales’ tag, the Suggested Content part recommends designations dedicated to whales. For more information, see Suggested Content.
  • When you add a Payment Summary 2.0 part to your template, users can view all the transactions currently in their shopping carts, including any payments for designations. For more information, see Payment Summary 2.0.
  • To include a list of designations that a user donated to in the past, you can include a Query Results Display part. For more information, see Query Results Display.

Design Designation Search

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, under General options, select a query in the Designation query field. The output fields from the selected query are used as search filters on the designation search form.
  2. ”Screenshot of designation search”

  3. In the Results per page field, select the number of results to display on the page. If the search returns more results than the number entered, the results display on additional pages.
  4. Tick Search when page loads to automatically search and display all results when the page loads.
  5. Under Designation filters, move fields from the Available box to the boxes on the right.
    • Shared search field for multiple filters — This option creates a single keyword search field for multiple filters. For example, you include the public name and description as filter fields. Users can enter keywords in a search field and BBIS will return any public names or descriptions that match the keywords. For fields where users select from finite lists such as code table entries, it may be better to use the Unique search fields for each filter option.
    • Unique search fields for each filter — This option creates multiple search fields to provide precise search results for each filter. This is most useful for fields where users select from finite lists such as code table entries. For example, if you include the designation’s purpose category and tags, users can select from the available categories and tags.
  6. Under Designation summaries, design the search results display. See Designation Details For more information.
  7. UsefulInfo.jpg Tip: If you assigned details page URLs to the Web tab of designation records in DARS, you can add the Designation.BeginDetailsPageLink and Designation.EndDetailsPageLink merge fields to include a link to the specified URL. If you did not assign URLs to designation records, you can add the Designation.BeginNoDetailsPageURL and Designation.EndNoDetailsPageURL merge fields and insert a link to a page that contains a Designation Details part.
    UsefulInfo.jpg Tip: If you assigned thumbnail images on the Web tab of designation records in DARS, you can add the Designation.ImageThumbnail merge field to include the image in the search results.
    UsefulInfo.jpg Tip: To include an Add to cart link, insert the Designation.BeginAddtoCart and Designation.EndAddtoCart merge fields. Users can click this link to add designations in the search results to their shopping carts.


  8. Select other tabs to make further edits/updates as required, then click Save.

Directory

With a Directory part, you can allow website users to search for other website users in defined groups of constituents. Users can then view profile displays to learn more about constituents. To publish directories on your website, you use constituent queries to access information about website users. For example, you can create a constituent query for the Class of 2000 in DARS and use it to create a directory of users in that class. You can then select fields for website users to search against. For example, you can allow users to search the directory for data in the First Name, Surname, and County fields. You can also provide links from the directory to constituent personal pages.

UsefulInfo.jpg Note: The directory search can return up to 500 results that match the criteria entered by a site user. Site users can use wildcard characters (brackets, underscores, percents, question marks, and asterisks) in their search criteria.

You also select the fields to appear on your web page when the user’s search produces results. For example, you can select to display First Name, Surname, Address Line 1, City, and County fields for your directory results. The field you list first for results links to the constituent’s published profile information.

Design Directory

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, in the Directory title field, enter a name for the directory, such as ‘Class of 2000 Directory’.
  2. ”Screenshot of design directory page”


  3. Under Records to Include, specify the records to include in the directory's search results.
  4. The Limit to query field displays the selected query of records included in the directory. By default, ‘All Constituents’ appears. Click Search to select a different constituent query.
  5. UsefulInfo.jpg Tip: For a query to appear as a selection, you must first create it in DARS. When you create a query, you may need to refresh the website for it to appear as a selection. To refresh, select View, Refresh from the menu bar.
  6. In the Include field, select the type of constituent records to include in the directory search results. You can select ‘Both Organisations & Individuals’, ‘Individuals Only’ or ‘Organisations Only’.
  7. To include deceased constituents in the search results, tick Include deceased.
  8. Under Search Form, in the Split search fields into field, select how many columns of search fields to appear in the criteria table. You can display up to five columns.
  9. Tick Load unfiltered results when this part is loaded to process a search while the user browses your Directory part. When you tick this checkbox, the directory search processes before the user enters criteria and clicks Search on your website.

  10. Under Results, set up how search results appear on your Directory part.
  11. In the Show navigation controls field, select whether the navigation buttons should appear above the results, below the results, or both above and below the results.
  12. The directory search can return up to 500 results that match the criteria entered by a site user. In the Results per page field, select the maximum number of results to appear on a page when a site user searches the directory. You can display up to 50 results per page.
  13. You can include in the search results the total number of records that met the user’s search criteria. In the Show number of results field, select whether to display the total number of results above the results, below the results, or both.
  14. Tick Enable alphabetical index for individual last name and organisation name to display an alphabetical index so that website users can filter search results by the first letter of surnames and organisation names. In the Display text field, enter the field label to display beside the alphabetical index.
  15. In the No records found message field, enter the message to appear if no records meet the search criteria entered by the the website user. ‘No directory entries match your criteria’ is entered by default.
  16. Directory results can link to a page that contains a Profile Display part. In the Linked profile page field, select the page to link to. The field you list first in the Listing Fields box (see step 5 below) becomes the link to the page you select in Linked profile page field.
  17. To allow website users to send personal messages to constituents in the results, in the Include a send message link for field, select the User Networking Manager part to link to the directory results.
  18. UsefulInfo.jpg Note: If constituents opt out of email in DARS, website users can send them personal messages through the user networking site, but they cannot send them email messages.
  19. Tick Allow messages to non-users to allow website users to send personal messages through the User Networking Manager part to constituents who are not registered website users or who are registered but are not members of the user networking site.
  20. ImportantInfo.jpg Important: Constituents who do not have user networking accounts receive personal messages through email.

    To allow users to send email messages to these constituents, you must enable a Directory Message Notification in Email and select the User Networking Manager part for it. Without this notification, your users will not be able to send messages to constituents who are not registered website users or to constituents who do not have social networking accounts. Contact the DARS Support Centre for further guidance.

  21. Under Fields to Include, in the Available Fields box, select the fields the website user uses to search the directory, such as First Name or Surname, and click the top arrow to add it to the Search Form Fields box.
  22. ”Screenshot of selecting fields to include”

    ImportantInfo.jpg Important: When you integrate with DARS, do not include the Business.County or PreferredAddress.County field in the Search Form Fields box. DARS does not support these fields in a directory search.
    UsefulInfo.jpg Note: The fields in the Search Form Fields list and the Listing Fields list do not have to match.


  23. To select a field to appear when the search finds a match, select it from the Available Fields box and click the bottom arrow to add it to the Listing Fields box.
  24. To arrange the placement of a field in the Search Form Fields or Listing Fields box, select the field and click Up or Down. To remove a field, select it and click the back arrow.
  25. ImportantInfo.jpg Important: The listing field you put first for results acts as a link to the constituent record. However, if, on the Profile Form, the field’s data is marked Privacy edit and the user selects to hide the data, no link exists. For example, if you select to list First name first, and the user selects to hide First name data, no link appears.

    While you can link every field, the field you place first in the Listing Fields box automatically links to the page you select in the Linked Page field. For example, you select to display the alumni’s surname, first name, birth date, address, and whether the user wants to receive email. In this case, the surname is the link. When results appear, to indicate the surname is a link, it is underlined and changes colour when you drag your mouse over it. When a website user clicks the alumnus’s surname, the published profile information for that constituent appears.

  26. Select other tabs to make further edits/updates as required, then click Save.

Discussion Group

Select the Discussion Group part type to create an electronic bulletin board so website users can participate in interactive discussions. For example, you can create a Reunion 2007 Discussion Group for your alumni to plan events and arrange to meet with old friends. Website users can submit new topics or add responses to existing topics in this electronic bulletin board. Your organisation can create multiple Discussion Group part types to post on your website.

If you have manager rights, you can approve and delete messages and topics posted to the website. Additional buttons also appear on messages for discussion group managers. To block the content of a message without affecting replies to the message, click Block. To delete a message and all replies to the message, click Prune.

Design Discussion Group

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, in the Group Name field, enter the main topic of discussion to generate, such as ‘Traveller’s talk’.
  2. ”Screenshot of discussion group design page”


  3. In the Post New Topic Message box, enter the message to appear on your website to provide users with more information about the discussion topic. For example, enter ‘Post a new topic for the Traveller’s talk discussion group. Feel free to start a discussion about a location or journey with friends at your favourite old college hang-outs!’
  4. UsefulInfo.jpg Note: The website user’s message box for postings is limited to 3000 characters.
  5. In the Post New Reply Message box, enter the message to appear on your website for users who post a message. For example, enter ‘Thank you for participating in the Traveller’s talk discussion! We look forward to seeing you on campus!’
  6. If you tick Require approval for topics and messages added to this group topics and messages posted by users with ‘Manage’ rights appear on your website immediately. A user with manager rights must approve other topics.
  7. UsefulInfo.jpg Important: If you do not tick this checkbox, all topics appear immediately on your website.
  8. Under Security Rights, assign Manage rights to roles for discussion group users. To assign Manage rights to a role, tick the checkbox.
  9. To include additional users and roles, click Add users and roles. See Select Website Security Permissions under Targeting & Security Tab for more information.
  10. UsefulInfo.jpg Note: Managers can approve or delete any messages and topics added to groups. For more information about how to manage a discussion group, see next section.
  11. To allow users to participate in the discussion group anonymously, tick Allow anonymous posting. In the Choose a default display name for an Anonymous poster field, enter the name to appear when an anonymous user posts on the discussion group, such as ‘Anonymous’.
  12. Under Spelling Correction, customise the messages on your website for users who participate in the discussion group.
  13. In the Topic With Errors Message box, enter the message to appear if a website user posts a new topic with spelling errors.
  14. In the Topic With No Errors Message box, enter the message to appear if a website user posts a new topic without any spelling errors.
  15. In the Reply With Errors Message box, enter the message to appear if a website user posts a response to an existing topic with spelling errors.
  16. In the Reply With No Errors Message box, enter the message to appear if a website user posts a response to an existing topic without spelling errors.
  17. Select other tabs to make further edits/updates as required, then click Save.

Manage Discussion Group

If you are a user with Manage rights, you have additional options with the Discussion Group part type. These options are available when you log in to your website with your manager role. Additional buttons appear on messages for managers.

  1. Using your manager role with Manage rights, log in to your organisation’s website.
  2. In the upper right corner of your Discussion Group part, the View field appears. In this field, select whether to view all postings, only approved postings, or only those postings pending approval.
  3. UsefulInfo.jpg Note: If require approval for topics and messages added to this group is not ticked on the Design tab for the discussion group, Approve does not appear on your website for users with manager roles. However, the View field and Delete remain available.
  4. Manage the messages and topics of the discussion group.
    • To approve a message or topic, click Approve in the same row as the message or topic to approve. This makes the information available for all website users to view and respond.
    • To delete a message or topic, click Delete in the same row as the message or topic to remove. This permanently removes the information from the website.
    • To block the content of a message without affecting replies to the message, click Block in the same row as the message to block.
    UsefulInfo.jpg Note: When you click Block, the button changes to Unblock. To recover the message, click Unblock.
    • To delete a message and all its replies, click Prune in the same row as the message to prune. BBIS deletes only the selected message and its replies. Any messages posted in the topic prior to the pruned message remain.
  5. To return to the administrative side of BBIS, log out of the website or click Go to BBIS on the toolbar.

Documents

Using the Documents part, you can easily upload documents of any type to a web page and share the information. For example, you can upload a MS Word document of your board meeting minutes. You can include a message to appear on the website page that provides details about the information the document contains. For your board meeting minutes Word document, you can include ‘Board Meeting minutes from 05/05/2007. Please call the office if you have questions or comments’.

The ability to upload documents is based on security rights. For example, users with manager rights can approve and delete documents.

UsefulInfo.jpg Note: If you do not want users to upload a document to a web page and want to create a link to a document for users to access, use the HTML editor. For more information see HTML Editor.

Design Documents

  1. On the Design tab, under General, click Search to select a folder from Files in which to store the documents.
  2. The Select Folder dialogue box opens.
  3. Select the required folder, or click New to create a new folder. The part displays all files in the folder.
  4. Click Ok.
  5. In the Title field, enter a name to identify the documents on the web page. For example, enter ‘Board Meeting Minutes’.
  6. In the Message field, enter the message to appear on the web page. For example, you can provide details about the documents or instructions for site users.
  7. In the Upload button field, enter a label for the button that website users click to upload documents to your website.
  8. UsefulInfo.jpg Note: There is no limit to the number of documents on your website. However, hardware space limitations may constrain the number of documents you are able to store in the online database. The more documents your website has, the more hardware space used.
  9. In the Maximum file size field, enter the maximum size of a document to store on your site. The size is stored in kilobytes. By default, the maximum file size is 4096 KB.
  10. ImportantInfo.jpg Important: To prevent possible Denial of Service attacks, there is a limit to the size of the files you can upload. The default is typically set to 4096 KB, but the system administrator can adjust it up to 10,000 KB. We do not recommend you go over this size. The administrator can specify this limit in the Web.Config file. For example, to increase the file size, add maxRequestLength=‘8192’ (where 8192 is the file size) to the <httpRuntimeuseFullyQualifiedRedirectUrl=‘true’ /> key. For very large files, increase the website timeout setting. For example, to increase the timeout setting, add executionTimeout=‘120’ (where 120 is the duration in seconds) to the <httpRuntimeuseFullyQualifiedRedirectUrl=‘true’ /> key. Before you maximise the document file sizes or website timeout settings, visit http://support.microsoft.com/?id=295626 and review the Microsoft Knowledgebase article.
  11. Tick require approval if uploaded documents require approval before they appear on your website.
    • If you tick this checkbox, documents posted by users with Manage rights appear on your website immediately. Other documents must be approved by a user with manager rights.
    • If you do not tick this checkbox, all documents appear immediately on your website.
    UsefulInfo.jpg Note: To enhance security for your website, we recommend you select Require approval.
  12. To limit the file types available to upload to your site, tick restrict by file type.
  13. Under Common types, select the file type to make available on the site and click Add to add it to the Allowed types box
  14. To add all file types to the Allowed types box, click Add all.
  15. To add file types not available under Common types, click Add additional types. The Add custom file type dialogue box opens. See Add Custom MIME File Types For more information.
  16. Under Security Rights, specify the roles with manage and upload rights for the Documents part.
  17. Tick the Manage checkbox to assign manage rights to users and roles. This grants rights to add, edit, and delete documents. If the part is marked Require Approval, these users and roles can approve documents.
  18. UsefulInfo.jpg Note: If require approval is ticked, documents are pending until a user with Manage rights approves them. A user with Upload rights can view his or her pending documents, but not those of other users with Upload rights. Only users with Manage rights can view all pending documents.
  19. Tick the Upload checkbox to assign upload rights for documents to users and roles. This does not grant rights to edit or delete documents.
  20. To include additional users and roles, click Add users and roles. See Select Website Security Permissions under Targeting & Security Tab For more information.
  21. Select other tabs to make further edits/updates as required, then click Save.

Add Custom MIME File Types

On the Documents part when you select to restrict by file type, under Common types, 28 common file types prepopulate for you based on the Internet Assigned Numbers Authority (IANA) MIME Media Types standards.

However, you can choose to add additional custom MIME types your organisation allows for upload. For each custom file type, you enter the MIME type, sub-type, and extension.

  1. On the Design tab, tick Restrict by file type (if required).
  2. Under Allowed types, click Add additional types. The Add custom file type dialogue box opens.
  3. Select the MIME type. Options include application, audio, example, image, message, model, multipart, text and video.
  4. Enter the MIME sub-type. For example, for the application content type, you could enter msword, pdf, and postscript.
  5. Enter the file extension for the sub-content type. For example, the file extension for msword is .doc or .docx, the file extension for pdf is .pdf, and the file extension for postscript is .ps.
  6. Click Add. You return to the Design tab and the new custom file type is listed under Allowed types.

Donation Form

For a new Donation Form part, you select the constituency, fund, and giving levels for web donations. When you select a Donation Form part for your web page, a canned donation form appears using the constituent code, fund, and giving level information you select.

The Donation Form part also contains an Acknowledgement screen. On this screen, you can create a standard email to send to donors who donate via your website.

When you download gifts from your website, you can create gift records for the donations in DARS.

The gift records can include data such as amount, credit card number, billing address, an option to give anonymously, and comments.

UsefulInfo.jpg Note: To design, style, and test a part on your website without creating transactions, generating emails, or communicating in any way with Blackbaud Services or DARS, select Test Mode on the Properties tab.

For example, you can complete the fields on a donation form to ensure the confirmation page is styled and working properly. Although you submit the donation and receive a confirmation, a transaction does not appear on the Web Transactions page in DARS. Use Test mode to verify the user’s experience, not to test data processing. Test mode does not validate credit card numbers and merchant accounts. Only users with supervisor rights can view parts in Test mode.

Design Donation Form

The Donation Form part Design Tab has a number of section including General and Donor Gift Schedule Options, Donor Options, Designations and Giving Levels, Sources (Appeals), Donor Challenge, and Required Fields, Additional, Spouse, and Attribute Information, Payments and Pledges, eCards and eReceipts. Specific information and instructions for each of those sections is detailed in separate sections below.

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

General and Donor Gift Schedule Options

  1. Under the General and Donor gift scheduling options, you can specify a constituency to apply to new and existing constituents who use this part to contribute, select the minimum amount the donor can enter, and select gift scheduling options to be offered to donors.
  2. ”Screenshot of general tab”


  3. Select a constituency to assign to donors. For more information about constituencies, see [Constituencies].
  4. In the Minimum Gift Amount field, enter the minimum donation a donor can contribute. Enter ‘0’ or leave this field blank to allow donors to contribute any gift amount.
  5. Tick Allow one-time gifts to allow donors to contribute a single gift and pay the total amount at the time of the donation. A One-time gift option appears under Type of gift on the donation form.
  6. Tick Allow recurring gifts to allow donors to contribute regular recurring gifts. A Recurring gift option appears under Type of gift on the donation page.
  7. When a donor selects Recurring gift, Frequency options appear. To allow the donor to determine the frequency of the recurring gift on the donation form, select General. Donors can select to make a contribution every week, month, quarter, or year.

    To define the recurring gift schedules donors can choose, select Specific.

  8. Select ‘Weekly’, ‘Monthly’, ‘Quarterly’, or ‘Annually’ as the frequency.
  9. In the On field, select a day or date donors can choose to schedule the gift.
  10. UsefulInfo.jpg Tip: If a constituent donates a recurring gift and selects a start date that is not today’s date, the transaction downloads to DARS. However, the transaction is not sent to your bank merchant when the donor submits the recurring gift. The merchant receives the transaction from the batch output you send to your bank for processing from DARS.
  11. To add the frequency to the donation page, click Add frequency.
  12. Tick Allow donor to enter ending date, if donors can specify when the recurring gift ends.
UsefulInfo.jpg Note: To add multiple frequency options to the donation form, enter each custom schedule and click Add frequency to add the new schedule to the list. The selections you make appear in the Frequency grid on the Donation Form part.

Donor Options

  1. Under Donor Options, select the options to make available to donors.
    • To allow a company to donate, tick allow corporate gifts. When you select this option ‘This donation is on behalf of a company’ appears on the donation form.
    • To allow donors to give anonymously, tick Allow anonymous gifts. When you select this option ‘I prefer to make this donation anonymously’ appears on the donation form.
    • To allow donors to enter comments on the donation form, tick Allow comments. Information from the Comments field on the donation form downloads to a note on the Documentation tab of the revenue record in DARS.
    • To allow donors to provide matching gift company information, tick Allow matching gifts. When you select this option ‘My company will match my gift’ appears on the donation form. Donors can select the checkbox and enter the company name in the Company field. If you use MatchFinder Online, Look it up appears next to the checkbox. Visitors click the link to access MatchFinder Online and search for the company. MatchFinder Online contains information about matching gift companies, such as the minimum and maximum gift details and match ratio.
    UsefulInfo.jpg Note: BBIS does not support matching gifts for pledges and recurring gifts.
    • To include Gift Aid information on the donation form, tick Allow gift aid capture. When you select this option, a Gift Aid checkbox appears on the donation form. Website users can select whether to allow your organisation to claim Gift Aid on the donation.

    If the majority of your website donors contribute gifts that are not eligible for tax repayment under Gift Aid, clear this checkbox so the Gift Aid information does not appear on the donation form.

    • To create a tribute section on the donation form, tickAllow tribute (for one-time gifts only).
    ImportantInfo.jpg Important: If you allow for recurring gifts in addition to tribute gifts, on your Web page, and your online donor selects the Recurring gift option, the Tribute section does not display on the form. This prevents the donor from trying to set up a tribute with a recurring gift, which is not supported in DARS Constituent Record Management.
  2. To allow the donor to enter the tribute information, select General.
  3. Tick the checkbox for each tribute type to include in the tribute section. The tribute types listed are entries from the Tribute Types table in DARS.

  4. To apply all gifts to a specific tribute, select Specific. To select a tribute, click Tributes. A search dialogue box opens so you can search for the tribute. When you return to the Design tab, the Tribute field displays the tribute text and tribute type for the selected tribute. If you select a tribute that does not have a tributee associated with it, you cannot hide the tribute description.
  5. To remove the Description field from the Tribute section on the donation form, tick Hide tribute description field.
  6. If you select Hide tribute description, in the Tribute Introductory Text field on the Language tab, you can enter the text to appear at the beginning of the Tribute section on your donation form, such as ‘This gift is made in honour of someone special’.

  7. If you select General so users can enter tributes themselves, you can tick Display tribute name as two fields (first/surname) to improve data entry. When you select this option, the Tribute section of the donation page displays First name and Surname fields so donors can enter information.
  8. UsefulInfo.jpg Note: If you do not select Display tribute name fields as two fields (first/surname), the Full name field appears in the Tribute section of the donation form.
  9. Tick Dislay acknowledge name as two fields (first/surname) to create separate name fields for the acknowledgee. When a donor selects Mail a letter on my behalf on the donation page, the First name and Surname fields appear so the donor can enter an acknowledgee.
UsefulInfo.jpg Note: If you do not select Display acknowledgee name fields as two fields (first/surname), the Full name field appears on the donation form when a donor selects Mail a letter on my behalf.
UsefulInfo.jpg Note: When you include tribute information on your donor page, Mail a letter on my behalf automatically appears on the page. When a donor selects this checkbox, name and address fields appear for the donor to enter information for use in a tribute letter.

Designations and Giving Levels

  1. Under Designations, click Add designation to choose each designation donors can associate with gifts. A row appears in the grid.
  2. ”Screenshot of designations page”

  3. In the Designation field, click Search to select a designation to appear on the website.
  4. Tick the Default checkbox for the designation that gifts apply to when donors do not select designations.
  5. To provide multiple designations for users to select from, repeat steps above to create another entry. When you do this, the Support multiple designations checkbox appears.

  6. To allow users to donate to multiple designations, tick Support multiple designations. When you select this option, Add to Cart appears on the donation page. Similar to purchasing items from a store, users select the designations to donate to.
  7. Under Impact statement, select a note type to merge in the confirmation screen or acknowledgement email that informs the donor their gift is relevant to the designation. The available note types integrate from the Documentation tab for a designation in DARS.
  8. To merge the note in the confirmation screen or acknowledgement email, select merge fields in the HTML editor from the Impact Statement node. For more information about the HTML editor, see HTML Editor.

  9. Under Giving levels, to select a giving level for your donors, click Add giving level.
  10. When you include giving levels and select Support multiple designations, each donation made to a fund is considered for the giving level. For example, if a £500 donation is required for Gold status, and a donor donates £250 to the 2008 Annual Fund and £250 to the Building Equipment Fund, the donor does not receive Gold status. If the gift is one £500 donation to the 2008 Annual Fund, the donor receives the Gold giving level status.

  11. Enter the display name of the giving level as it will appear on the website.
  12. Enter the gift amount for the giving level.
  13. To include a blank £ Other field on the Donation page, tick Allow other amount.

Sources (Appeals), Donor Challenge, and Required Fields

  1. Under Sources, to select an appeal for the gift, click Add source. With this information, your organisation can manage how donors learn about donating through the website.
  2. To include an appeal, click Search in the Appeal column. The Appeal Search screen opens so you can select an appeal.
  3. When you select source information, a ‘How did you hear about our site’ field appears on the donation page. In this field, users can select from the appeals you select in this step.

  4. Enter the display name of the appeal as it will appear on the website. By default, the text entered in the Appeal Name field on the appeal record defaults in the Display name field.
  5. In the Default column, tick the checkbox for the appeal to use when the user does not select an appeal.
  6. To hide an appeal from the ‘How did you hear about our site’ field, untick the checkbox for the appeal in the Display column.
  7. When you do this, you can add source information to the end of a system generated URL in an email that navigates the recipient to your donation page. For example, create a link to your donation page in an email message. At the end of the system generated URL, add &source=camp. When the recipient clicks the link, the ‘How did you hear about our site’ field does not appear on the page. The appeal stores the source information automatically based on the system generated URL.

    ImportantInfo.jpg Important: To track source information this way, you must use a system generated URL. You cannot use unique URLs or friendly URLs created by a user.

    The source information must include the appeal ID from DARS. For example, if the appeal ID in DARS is Annual2008, add &source=Annual2008 to the end of the system generated URL. If the appeal ID includes a space, replace the space with a %20. For example, if the appeal ID is CAMP LETTER add &source=CAMP%20LETTER.

    If the Display checkbox is ticked for the appeal and a user navigates to the donation page via a URL without source information, the ‘How did you hear about our site’ field appears on the page.

  8. To require users to select a source, tick Source is a required field. If you select this option, you must tick the Display checkbox for at least one appeal.
  9. To add additional appeals, click Add source. Another row dialogue box appears in the grid for you to select another appeal.

  10. To include a list of appeals sent to the donor, tick Include appeal history for donors.
  11. When you do this, options appear for you to select whether to include the entire list of appeals sent to the donor or limit the list by selecting a query. To include the entire appeal history, select All. To limit the appeal history, select Specific. Then, select a query of appeals to filter the list.

    UsefulInfo.jpg Tip: When you select Include appeal history for donors, the How Did You Hear About Our Site field on the donation page also includes any other appeals the donor received. For example, you select to include the Annual Appeal and the Scholarship Campaign Appeal under Sources. A donor received the Building Fund Appeal. When the donor logs in to your site, all three appeals appear in the How Did You Hear About Our Site field on the donation page.
  12. Under Donor challenge, to encourage donors to make a donation in support of a major donor or corporate sponsor challenge, tick include donor challenge.
  13. UsefulInfo.jpg Note: A donor challenge is a fundraising tool to help increase support for a cause. A major donor or corporate sponsor pledges a large sum to challenge the organisation to raise a specific amount from other donors. For more information about donor challenges, see the Fundraising manual.


    ”Screenshot of donor challenge page”

  14. In the Enter an introduction for eligible donor challenge messages field, enter text to inform users about the purpose of an eligible challenge match. For example, you can enter ‘Your gift may be eligible for the following donor challenges’.
  15. In the text editor box, enter text to inform users an eligible challenge match exists. You can format the content’s appearance and layout using the options on the formatting tab, or using the HTML editor.
  16. When you include donor challenges on your website, the introduction appears once on the web page.

    The editor content appears each time an eligible donor challenge exists. Multiple eligible donor challenges can exist in one of two ways.

    • Multiple donor challenges exist when the designation has more than one donor challenge associated with it in DARS.

    For example, in DARS, the President’s Challenge and the Dean’s Challenge are associated with the Annual Fund. When a user selects Annual Fund on the web page, the HTML editor content appears twice. Merge fields populate for each instance to clarify the eligible donor matches to the user.

    • Multiple donor challenges also exist when the Donation Form part allows for multiple designations and two or more of the designations have a donor challenge associated with them.

    For example, in DARS, the President’s Challenge is associated with the Annual Fund and the Dean’s Challenge is associated with the Building Fund. When a user selects to make a donation to the Annual Fund and Building Fund, the HTML editor content appears twice. Merge fields populate for each instance to clarify the eligible donor matches to the user.

  17. Under Required fields, select the checkbox for each donor field to make required on the donation form.
UsefulInfo.jpg Note: To ensure you download complete constituent information, we recommend that you make all of these fields required.

Additional, Spouse, and Attribute Information

  1. Under Additional information, tick Include name formats so users can enter multiple name recognition preferences on the donation page. For example, users can enter a preferred name for your annual report and they can enter a preferred name for your alumni mailings.
  2. UsefulInfo.jpg Note: If you know a name format type exists in DARS but do not see it on this part, check the Settings tab in Sites & settings to make sure the name format type is available.
  3. In the Include column, tick the checkbox for each name format type to include on the page.
  4. In the Required column, tick the checkbox for each name format type you want to require.
  5. In the Alternate caption column, enter the text to display on the page. For example, you can enter ‘Annual report recognition’.
  6. When a user submits a name format, it downloads to the Names tab on the constituent record.

  7. Under Spouse information, tick Include spouse fields to allow users to add or edit spouse information on the donation form.
  8. Tick the Include checkbox against the spouse fields to appear on the form.
  9. To make a spouse field required, tick the checkbox in the Required column.
  10. If a user with existing spouse information logs in to your site, the spouse information automatically appears on the donation page. The user selects ‘I would like to provide information about my Spouse/Partner’ to add new spouse information. If a user is not logged in, the spouse fields are blank.

  11. Under Attributes, select gift attributes to associate with the donation page.
  12. UsefulInfo.jpg Tip: The gift attributes that appear in this frame are created in DARS. After you process a donation transaction, the attributes you select appear on the Attributes tab of a revenue record.
  13. In the Display column, tick the checkbox beside the gift attribute to associate with the part. To make the attributes required, tick the checkbox in the Required column. To change the text of the attribute on the donation page, enter the text to display in the Caption field.
UsefulInfo.jpg Note: If you know an attribute exists in DARS but do not see it online, check the Settings tab in Sites & settings to make sure the attribute is available.

Payments and Pledges

  1. Under Payment setup, select the required payment options for website users.
  2. To allow website users to pay for multiple transactions at one time, select Use payment part.
  3. In the Payment page field, select the web page to use to process donations. The Payment part on the selected page determines the payment methods and merchant account used to process donations. For information, see Payment.
  4. In the HTML editor, enter the text to appear on the payment page after a donation is added.
  5. To require website users to pay for donations one at a time, select Proceed directly to payment.
  6. ”Screenshot of proceed directly to payment page”

  7. In the Merchant account field, select the merchant account to use to process credit card transactions received through the donation form, such as your organisation’s IATS account. The system administrator sets up merchant accounts in Administration.
  8. Select the payment types donors can use to contribute to your organisation.
  9. When you select Direct debit, messages appear on the donation page when a website user chooses this option.

    • The Donation Form part is capable of validating the numbers that user enters in the Sort Code and Account fields for recurring gifts. A request to validate bank account information determines whether the account number entered is formatted correctly and whether an account with that number can exist based on the number and its digits. Typically, a validation request eliminates a majority of data entry errors. If the numbers are not valid, a message appears at the top of the page to notify the user that the direct debit cannot be found. The user cannot submit the donation until the numbers validate.
    • Under the Amount field, a message provides a link to a direct debit form for users who either require more than one signatory on their accounts or who do not want to submit direct debit information online. You enter the mailing address and service user ID number that appear on this form on the Settings tab in Sites & settings.
    • Under the Service user’s ID Number field, a second message summarises the direct debit agreement and provides a link to the direct debit guarantee that protects the website user’s account.
    UsefulInfo.jpg Note: Donation forms that allow pledge payments must include credit card or direct debit as a payment method. For information about how to accept pledge payments, see Transaction Manager.
  10. To use BBIS’s default confirmation screen, select Use default confirmation screen.
  11. To customise a confirmation screen, select Use custome confirmation screen. The HTML editor displays the default confirmation screen. If required, edit the content for the donation summary. To include personalised information, use merge fields.
  12. UsefulInfo.jpg Tip: Customisations for the confirmation screen remain even if you select Use default confirmation screen. To remove your customisations for the screen, select Use custome confirmation screen and click restore default content. The default confirmation screen appears in the HTML editor for you to customise again.
  13. Under Pledge payment, select whether to display information about the next instalment on the pledge payment donation form.
  14. When donors access their giving history information with the Transaction Manager part, certain pledges with an outstanding balance include a link to the selected Donation Form page. Donors can use this link to enter a pledge payment. For information about how to link a page that includes a Donation Form part to the Transaction Manager part so donors can pay outstanding pledges, see Transaction Manager.

    UsefulInfo.jpg Note: If your organisation accepts electronic fund transfer (EFT) payments and the donor selects to pay a pledge in instalments with a credit card or debit card at the time the pledge is created, the link to the donation form page does not appear. The link also does not appear if the pledge currently has a payment pending or if the pledge balance is zero.
    UsefulInfo.jpg Note: If a donor enters an amount greater than the instalment amount due, BBIS automatically applies the overpayment to the next scheduled instalment. If the a donor enters an amount greater than the total remaining pledge amount due, BBIS automatically creates a new gift with the overpayment.


  15. Tick Show next instalment due date for pledges to include information about the next scheduled instalment. When you select this checkbox, a donor who selects to pay an outstanding pledge from the Transaction Manager can view the Current balance, Amount due, and Due date fields on the donation form. If you clear this checkbox, these fields do not appear.
  16. In the Minimum pledge payment amount field, enter the minimum amount a donor can pay toward an outstanding pledge. Enter ‘0’ or leave this field blank to allow donors to enter any amount.

eCards

  1. Under eCard options, tick Include eCards to associate an eCard with the donation web page.
  2. ”Screenshot of eCards page”

    UsefulInfo.jpg Note: When you edit a Donation Form part which includes an eCard, click eCard Email to access the eCard design screen. You can use the default text provided or enter different text.


  3. Select the required template/s. If a template is not available, you can create one from Site Administration > Email > eCard template. See the BB Email guide For more information.
  4. Complete Display options, Sender and recipient options and eCard Attributes as required.
  5. Before proceeding to the next step, select other tabs to make edits/updates as required.
  6. When all required details (on all relevant tabs) are completed, click Next.
  7. If applicable, the Acknowledgement Email editor opens first. Complete as required.
  8. UsefulInfo.jpg Note: eReceipt information can be included in an eReceipt and/or an Acknowledgement Email. For more information, see eReceipts.
    UsefulInfo.jpg Note: When you edit a Donation Form part, click Acknowledge Email to edit the Acknowledgement Email.


  9. Click Next. The eCard Email editor opens.
  10. Create an e-Card email for website users who use the donation form to donate to your organisation. You can use the default text provided or enter different text.
  11. If receipt stack and number information exists for eReceipts, click Next and complete details as required (see next section).
  12. Click Save.

eReceipts

UsefulInfo.jpg Note: If receipt stack and number information have not been set up, the eReceipt option will not be available. If this option is required, please contact the DARS Support Centre to request that these be set up.

After you create and design an eReceipt, a ‘Click here to view your eReceipt’ link appears at the bottom of the donation confirmation screen. To view and print a PDF of the eReceipt, donors click this link.

UsefulInfo.jpg Note: An eReceipt number can be included in an eReceipt and/or an acknowledgement. If you include the eReceipt Number field, a receipt number is assigned to the donation. This number downloads to DARS. If you include the eReceipt Download URL field, the eReceipt contains a URL to a saved copy of the eReceipt PDF.
  1. If receipt stack and number information exists for eReceipts, the eReceipts editor opens automatically during the process of creating a new Donation Form part – as per step 10 in previous section.
  2. Alternatively, from Parts, select the Donation Form part for which you want to edit/design an eReceipt and click Properties in the Action column. The Edit Part dialogue box opens displaying the Design tab.
  3. Click eReceipt. The eReceipt editor opens.
  4. In the eReceipt Options section, select whether to create an eReceipt for a Credit card or Direct debit. You can create the eReceipt for both payment methods.
  5. Tick Mark gift as receipted in Blackbaud Enterprise to mark the gift as receipted when you download it to DARS.
  6. When you tick this checkbox, the receipt number from BBIS defaults in the Receipt no. field on the gift record in DARS. Also, the URL for a copy of the eReceipt pdf, defaults as a gift attribute.

    ImportantInfo.jpg Important: BBIS does not create a receipt number unless you include the eReceipt Number or eReceipt Download URL merge fields when you include eReceipt information in the acknowledgement.
  7. In the eReceipt Content editor, enter/edit the text to appear on the eReceipt.
  8. To include the eReceipt Number in the content, select the Insert tab and click Merge fields. The Merge Fields list box opens.
  9. Click and drag the eReceipt Number merge field to the required location in the eReceipt content.
  10. To preview the eReceipt, click Preview PDF.
  11. Click Save.

Email Reports

Using the Report (Email) part, you can create reports about email sent through the website.

The Email Revenue Summary displays the amount of donations collected through a link in the email to a donation page. Website users can filter the report results by date range, message type, and revenue type.

The Email Activity Report displays details for each email sent including the email title, type, sender’s name, and date sent. Other details include the number of opened and bounced emails, and the number of page visits generated by each email. The report also contains a bar graph that shows the total number of opened, bounced emails, and page visits for all emails included in the report. Website users can filter the report results by email type, date range, and action.

This table explains the items included in the Email Activity Report.

”Email activity report types”

Design Email Reports

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, in the Report Type field, select the type of report (Email Revenue Summary or Email Activity Report) to create. To view a pop-up preview of the report, click on the report type link.
  2. In the Report Title field, select the title to use for the report.
    • To use the report’s name for the title, select Default.
    • To enter a custom report title, select Other and enter the title in the field.
  3. To display the report title above the report, tick Show report title.
  4. Select other tabs to make further edits/updates as required, then click Save.

Event Calendar

You can use the Event Calendar part to add a calendar to your website. Event Calendar parts can:

  • Act as standalone calendars. For example, the academic departments at your school manage their own calendars on your website. Each department can create and maintain a separate Event Calendar part for its calendar.
  • Work as sub-calendars that feed events to a larger organisational calendar. For example, your website has a main calendar that lists events for all areas of the school. With the Event Calendar Group part, each departmental calendar can feed events from their Event Calendar parts into the main calendar for the school.

For more information see Event Calendar Group.

You can use Event Calendar part properties to manage who views and manages each calendar. For example, a school may have a sub-calendar of faculty events that only users assigned to Administrator or Faculty roles can view or edit. You can also use Event Categories to manage the types of events added to the calendar and who manages them. For example, a soccer calendar may have categories such as Registration, Practice, and Games, and only users in the Coaches role have rights to add, edit, or delete events in these categories.

Calendar managers can create recurring events. When you edit recurring events, the manager can select whether to change all occurrences in the series, only the selected occurrence, or all future occurrences in the series including the selected occurrence. When you change an occurrence of an event, you cannot later make that occurrence part of a recurring series.

Calendar managers can select a time zone for the event. If an event does not have a time zone, the logged-in user’s time zone setting determines the date and time displayed for the event. For anonymous users or any user who does not have a time zone specified, the event displays the time and date based on the system’s setting. If your website users are all in the same time zone, we recommend managers leave the time zone field blank. If your website users are in multiple time zones, we recommend you set the time zone to the user’s setting.

When you enter an address for the event, you can select to include a Google or Yahoo! map link to the location.

On the Events screen, you can click Preview map under Event Information to verify that the location you entered is correct. Calendar managers can also use the HTML editor to add pictures and hyperlinks to the event listing and to format text.

To cancel an event, a manager can select Mark Cancelled. In the List View and Calendar Highlights, the event title is appended with ‘- Cancelled’. In the Calendar View, the event name is struck through. For the calendar weblog, ‘Update’ or ‘Removed’ is added to the title, and readers who subscribe to the calendar weblog receive an updated calendar event posting through their RSS feed.

Website users have four views of the calendar: the Calendar View, the List View, Published Events, and Event Details View.

  • The Calendar View displays a large monthly calendar. Dates with scheduled events are coloured and list the events that occur that day. Users can click Filter Events to customise the categories of events that appear.

Event names are hyperlinked so users can click them to read more information about the event. In this view, icons indicate whether an event is recurring, occurs in a time zone, or lasts longer than one day.

  • The List View displays a list of all the events scheduled for the selected period of time. Event names are hyperlinked so users can click them to read more information about the event. Users can filter events by date or click Filter Events to select the types of events to view.
  • If you enable the RSS (Really Simple Syndication) Event Publishing capabilities, calendar managers can post ‘stories’ in a weblog form with details about upcoming events. Site users click Published Events to view the calendar weblog. Posted events also appear in site search results. Website users can subscribe to the RSS feed so they receive updates in their RSS reader about upcoming events.
  • The Event Details View is the page that appears when a website user clicks on an event in the Calendar View or List View. It displays the details for the selected event. In the Calendar View, List View, and the Event Details View, users can click Print View to open a window displaying the printer-friendly version of the calendar or event.

Also in the Calendar View, List View, and the Event Details View, users can click Export as iCalendar to export events in the iCalendar format (*.ics) so they can be opened in other calendar programs, such as Microsoft Outlook or Apple iCal. The export file includes only the events appearing currently in the calendar; if the calendar is filtered, filtered out events are not exported. If an event is time zone specific but not recurring, the event time is converted to UTC time in the export file. If an event is time zone specific and recurring, the export file includes the event time zone as well as the daylight savings rules for that time zone. The export file includes any *.html event descriptions but does not include event graphics. In the Event Details View, additional buttons appear so users can add the single event to their Windows Live, Google, or Yahoo! calendars.

UsefulInfo.jpg Note: When using a version of Microsoft Outlook older than version 7, users should save the exported *.ics file to their local machine and use the Import an iCalendar file function in Outlook. If users with an older version attempt to import by double-clicking the saved *.ics file, it imports only the first event and discards any others.

Users with Outlook 7 can double-click the saved *.ics file to import all events with no issues.

In the Calendar View and List View, users can click Import Events to add multiple events to the calendar at one time. On the Select import file screen, in the File field, users browse to a *.csv file that contains header columns and the values to import. Only the Start Date, End Date, and Title fields are required, but the import file can include values for all fields that appear on the Add Event screen, except Recurrence.


”Screenshot mapping imported fields”

After selecting the import file, the user must map the import fields to those in BBIS. However, if the *.csv file’s column headers use the same names as the corresponding fields in BBIS, BBIS automatically maps the import file fields to the event fields.

UsefulInfo.jpg Note: You can import data for all event calendar fields, except Recurrence. After you import the *.csv file, you can manually set an event’s recurrence.

Use the table below to set up *.csv files with values BBIS can automatically map to the corresponding event fields in BBIS.


”Field descriptions”

Design Event Calendar

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, under General options, enter a name for the calendar in the Calendar title field.
  2. ”Screenshot events calendar page”

  3. Select the default display view of the calendar. You can select Calendar view or List view. Website users can always select a different view when they open the calendar.
  4. Under Uncategorised events management rights, select the roles with rights to manage any events not associated with a category.
  5. Under Event Categories, select the event categories to associate with the calendar.
  6. After you add a category, click Security. The Event Category Security dialogue box opens so you can assign rights to users and roles for the event category.
  7. For example, a Football calendar may have the Registration, Practice, and Games categories, and only users in the Coaches role can add, edit, or delete events in these categories. Also, when the coach adds a new event, they can assign its category from those you select for the calendar. For example, the coach specifies whether the new event is Registration, Practice, or Games. You can use these categories to filter the types of events that appear in calendar groups and calendar highlights. For example, you can set a calendar highlights part to display only events included in the Game category. For information about how to add event categories, see the BB Administration Guide.

  8. To include a weblog for the Event Calendar part, tick Enable RSS under RSS event publishing. Additional fields for the weblog appear.
  9. Select a date format for the weblog.
  10. Enter a title for the weblog.
  11. Enter a description for news readers about the types of events posted on the calendar. For example, if your organisation supports environmental advocacy, enter ‘Upcoming Local and National Events Supporting the Environment’.
  12. In the Link URL field, enter a website address news readers can use to link to the calendar weblog.
  13. Also, if your website has a News Reader part, add this link to your news reader so it displays new events when they are posted. For more information, see News Reader.

  14. In the Copyright field, enter a copyright notice for the weblog, if you have one.
  15. In the Editor’s email field, enter the email address for the person responsible for the content of calendar postings.
  16. To approve weblog posts before they appear on your site, tick Moderated.
  17. To add a picture to the calendar weblog, click Image under Image properties. The Select Image from Image Library dialogue box opens. For information, see insert image.
  18. In the (image) Link URL field, enter the web address to open when a user clicks the image. The link can access another page on your site or an outside website.
  19. Under Security rights, define the roles with post and manage rights for the published events.
  20. In the Post column, tick the checkbox to assign post rights for users and roles allowed to post to the weblog. This does not include rights to edit or delete postings.
  21. UsefulInfo.jpg Note: If the list is marked Moderated, posts are pending until a user with Manage rights approves them. A user with Post rights views his or her pending posts, but not those of other Post users. Only users with Manage rights view all pending posts.
  22. In the Manage column, tick the checkbox to assign manage rights for users and roles allowed to add, edit, and delete weblog postings. If the list is marked Moderated, this grants rights to approve postings.
  23. To include additional users and roles, click Add users and roles. See step 3 in Select Website Security Permissions For more information.
  24. Select other tabs to make further edits/updates as required, then click Save.

Event Calendar Group

You can use the Event Calendar Group part to create a top-level calendar that receives events from smaller subcalendars.

For example, the academic departments, athletic department, and alumni association at your school each maintain a calendar on your website. Your website also has a main calendar that includes events for all areas of the school. In this scenario, the departments and alumni association create their own calendars with the Event Calendar part. You can then create an Event Calendar group for the main school calendar and assign the department and alumni calendars as sub-calendars of that group. For more information, see Event Calendar.

Design Event Calendar Group

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, enter a calendar group title.
  2. Under Pick source calendars, select the calendars to include in this group. You can choose from any calendars created with the Event Calendar part.
  3. In the Display column, tick each calendar to include in the calendar group.
  4. In the Colour column, click on the coloured box to select a colour for events included in the selected calendar. When a user views the calendar group in the List View or the Calendar View, hyperlinks to events included in the selected calendar appear in the selected colour. For example, if you select red for the football calendar, all hyperlinks to football events are red.
  5. In the Icon column, click Search to select an icon for events included in the selected calendar. The Image Library dialogue box opens. For information, see insert image. BBIS resizes the selected image to 16x16 pixels automatically. Icons appear next to the hyperlinks to events included in the selected calendar. For example, if you select a football for the football calendar, a football icon appears next to all hyperlinks to football events in the calendar group.
  6. Under Pick category filters, select the categories of events to use in the calendar group. For example, if this is a school’s main athletics calendar, you could include only the Game category. This would filter out any events included in other categories from the selected calendars, such as practices or scrimmages.
  7. Select other tabs to make further edits/updates as required, then click Save.

You create Event Calendar categories on the Code Tables page in Administration.

Event Calendar Highlights

You can use the Event Calendar Highlights part to display short descriptions of upcoming or prior events on any web page. The part displays event names, dates, and times, and it may also include links to the event calendars where users can view more details about the events. You can select the calendars that feed into the highlights and when to include the events.

Design Event Calendar Highlights

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, under Pick source calendars, select the calendars to include in the calendar highlights. You can choose from any calendars created with Event Calendar parts.
  2. Under Pick source calendars, select each calendar (plus colour and icon) to include in the calendar highlights. See point 2 in previous section for further details.
  3. Under Pick category filters, select the categories of events to use in the calendar highlights. For example, if this is the school’s main athletics calendar, you could include only the Game category. This would filter out any events included in other categories from the selected calendars, such as practices or scrimmages. You create Event Calendar categories on the Code Tables page in Administration.
  4. To include a section that displays highlights of upcoming events, under Additional options, tick Show upcoming events.
  5. Enter a title for the upcoming events section.
  6. In the Show next field, select the period of time to include events in the display, such as events that occur within the next 5 days or next month.
  7. To include a section that displays highlights of previous events, tick Show recent events.
  1. Enter a title for the recent events section.
  2. In the Show last field, select the period of time to include events in the display, such as events that occurred within the previous 5 days or previous month.
  3. To include the Print View button on the highlights display, tick Show print view button. When website users click Print View, a window appears displaying a printer-friendly version of the event highlights.
  4. In the URL for more information: field, enter a URL to another page on the website or to a separate site that contains more information about events. If you add a URL, a ‘More Information’ link appears on your website.
  5. Select other tabs to make further edits/updates as required, then click Save.

Flash Player

With the Flash Player part, you can display dynamic, multimedia content on your website with Flash technology.

Flash files can support audio and video to add interactivity to web pages. You can use the Flash Player part to add animation or integrate video into your website.

Design Flash Player

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, click Browse to upload the .swf (Flash) file, or enter a URL.
  2. ”Screenshot of Flash player file page”

  3. Under File properties, enter the height and width fields of the Flash Player part. In the corresponding fields, select a valid CSS length unit, such as % or px.
  4. In the Display method field, select how to display the Flash Player.
    • To display the Flash Player in a separate window, select ‘Window’. In Window mode, the Flash file appears to be on the web page but is actually on a separate window above the browser window.
    • To display the Flash Player in the browser window with an opaque background, select ‘Opaque’.
    • To display the Flash Player in the browser window with a transparent background, select ‘Transparent’.
  5. After you select a Flash file, it appears under Preview.
  6. Select other tabs to make further edits/updates as required, then click Save.

Formatted Text and Images

To include text and images from Image library on your web pages, such as your organisation’s mission statement and logo, use the Formatted Text and Images part. You can also use the Formatted Text and Images part to create a footer for your website that includes your webmaster’s contact information. On the Content tab of the Formatted Text and Images part, use the HTML editor to create and format the text and images to appear.

On the Options tab, you can specify whether website users can copy the content from your website, such as from a personal page, to use on another web page. For example, the site user can copy the HTML code necessary for the content on her personal page to appear on a social networking profile page, family website, or weblog.

Each new and revised Formatted Text and Images part must pass a content approval workflow to appear on your website. For information about the content approval workflow, see the Blackbaud BBIS Administration Guide. You can add approved Formatted Text and Images parts to each web page in Pages & templates. For more information about how to add content parts in Pages & templates, see Website Design.


ImportantInfo.jpg Important: You cannot use HTML to embed your own form via HTML in a Formatted Text and Images part. We recommend you put the form on a page that is not stored online but can be referenced in an <iframe> element tag. For more information about how to include customised forms on the website, contact the DARS Support Centre.

The Formatted Text and Images (Secured) part is the same as the Formatted Text and Images part with the additional ability to secure the page’s content using Secure Sockets Layer (SSL). When the secured part is on a page, the page’s URL starts with ‘https’. To design a Formatted Text and Images (Secured) part type, follow the same steps as the Formatted Text and Images part.

Design Formatted Text and Images

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, select the Content tab.
  2. In the content editor, enter the content and format its appearance and layout. For example, you can manually enter or copy and paste your organisation’s mission statement. For more information, see HTML editor.
  3. To allow site users to copy and paste the content’s HTML code, select the Options tab
  4. Tick Enable HTML code publishing.
  5. In the Help text field, enter custom text to appear on the web page to help site users understand how and why to copy the HTML code. By default, the text reads ‘Copy and Paste the following code where you would normally publish HTML content’.
  6. Select the Content Approval tab. (For information about the items on this tab, see Content Approval Tab)
  7. When you complete the design of the part and its content, in the Approval Status field, select ‘Ready for Approval’. Until the part is complete and ready for approval, select the approval status of ‘Draft’.
  8. Select the content approval workflow to apply to the part. When you create a workflow in Workflows, you can select whether it is the default workflow for the selected part type. When you design a part and select its workflow in the Workflow field, an asterisk (*) appears next to the default workflow.
  9. The Activity grid displays the content approval workflow history for the part including version number, status and effective dates.
  10. Select other tabs to make further edits/updates as required, then clickSave.

Formatted Text and Images (Secured)

The Formatted Text and Images (Secured) part is the same as the Formatted Text and Images part with the additional ability to secure the page’s content using Secure Sockets Layer (SSL). When the secured part is on a page, the page’s URL starts with ‘https’. To design a Formatted Text and Images (Secured) part type, follow the same steps as the Formatted Text and Images part.

Frame

With the Frame part, you can store a live web page from another website on your site. This part is helpful when you migrate from one website to a new one. For example, you can store pages from your organisation’s old website in a frame for your new website.

Design Frame

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, enter the URL (web address) of the web page to appear in the Frame part.
  2. Enter the height and width of the Frame part. Use a valid CSS length unit, such as % or px.
  3. When you tick Include connection information, BBIS submits form data plus the REID and DIRECTORYREID to the iFrame. REID is the logged in user’s constituent ID and DIRECTORYREID is a value taken from the current page’s REID value in the query string. Tick Include connection information only for more complex web applications that are designed to receive this data.
  4. Select other tabs to make further edits/updates as required, then click Save.

Giving Search (Deprecated)

The Giving Search part is deprecated, and we recommend that you use the more powerful Designation Search part instead. The Giving Search part still exists for backward compatibility of your website, but Blackbaud encourages you to use the Designation Search part. The newer part allows users to enter key words or select search filters to search for designations, and you can use it in combination with other parts to create a powerful designation search feature for your website. For more information, see Designation Search.

If you need to create a Giving Search part, contact the .

Language Selector

With the Language Selector part, you can allow website users to select language preferences for your website.

Users select their preferences from the languages available on your website. You can make languages available in the Supported Languages section on the Settings tab in Sites & settings. The website renders text for selected languages based on the Language tabs of the parts on your website.

UsefulInfo.jpg Tip: For the Language Support part to be effective, you must localise text on the Language tab before you use the part.

After users select languages, the website localises text on the parts on your website. For example, if a user selects Spanish as the preferred language and goes to a donation form, the Donation Form part displays localised Spanish text from the Language tab. For more information about the Language tab and international pages for your website, see Add Localised Text For Web Pages.

Language preferences remain in place when users return to your website. For registered users, BBIS associates language preference with user logins. For anonymous users, BBIS associates language preferences with cookies on their machines.

UsefulInfo.jpg Note: If you enable Multicurrency in DARS to accept multiple currencies, the Language Selector part also translates currencies on donation forms. Users enter or select donation amounts in your default currency, and the form displays approximate values in the currency associated with the preferred language. To calculate values in preferred currencies, BBIS uses exchange rates from DARS. However, exchange rates may change before you process transactions, so the values on the forms are only estimates. For information contact the DARS Support Centre.

Design Language Selector

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, the Language Selector part does not contain design options.
  2. Select the Language tab. You can edit default text and localise text for other languages. The tab appears on parts such as the Donation Form and Giving Search. For more information, see Language Tab.
  3. ”Screenshot of languages tab”

  4. The Category field lists the areas on the part that you can edit. For the Language Selector part, you can only edit the Form fields category.
  5. In the Language field, select the language to localise. You can make languages available in the Supported Languages box on the Settings tab in Sites & settings.
  6. In the Text column, enter text to rename the language field or localise it for other languages.
  7. UsefulInfo.jpg Note: The default language selection is based on the primary language for the website user’s Internet browser. If you do not support the browser language in the Supported Languages section on the Settings tab in Sites & settings, the default selection is based on your default language.
  8. Select other tabs to make further edits/updates as required, then click Save.

Menu (Deprecated)

UsefulInfo.jpg Note: The Menu (Deprecated) Part is not available in BBIS, however this section is included for completeness.

The Menu (Deprecated) part was has been replaced with the more powerful Menu part. The Menu (Deprecated) part type appears in Parts only if you have saved Menu (Deprecated) parts. While the deprecated part continues to operate for backwards compatibility on your website, you can no longer create or copy Menu (Deprecated) parts. The Menu part includes all the functionality of the Menu (Deprecated) part. In addition, the Menu part supports standards for Website Accessibility (WAI) and includes a number of standard style options without the use of CSS. It also includes an import tool to help upgrade your Menu (Deprecated) parts

Menu

With the Menu part, you can create a menu and a popup menu for your website. For example, when you visit Blackbaud’s website and hover over the Products menu, a popup menu appears. The popup menu includes menu items such as Internet Solutions and Fundraising. You can create a similar menu for your website using Menu.

UsefulInfo.jpg Note: Some mobile devices do not support popup menus. If you use popup menus on your website, we recommend that you also create an alternate menu for mobile devices. In Layouts, you can insert a content placeholder pane for the menu with popups on a layout for desktop browsers. And on a layout for mobile devices, you can insert a content placeholder pane for the menu without popups. You can then select the layouts for a template and place only the appropriate Menu part in each pane. This way, only the correct menu will appear in desktop browsers and mobile devices. For information about how to create layouts and select them for templates, see Website Design.

You create the Menu part in two steps. First, add the menu definitions, such as Home and About Us.

Then, for each main menu item, you can define popup menu items. Create the style and format for the menus using tables or an unordered list. For table-based menus, you can select a colour and font size to appear for a menu item when a website user hovers over the menu item. You select standard CSS style options easily on the Edit Part screen in fields such as Border colour and Font colour. You can also create custom styles if necessary. For menus based on unordered lists, you assign the custom class for the menu.

UsefulInfo.jpg Note: You can add log in and log out links to your menu. On the menu part for the log in link, use the Create link to special page option to select a page that includes a User Login part. For the log out link, use the Create link to BBIS page option to select the log out page that includes the User Login part. Users view these links in the menu based on whether they are logged in or out.

Upgrade a Menu (Deprecated) Part

UsefulInfo.jpg Note: The Menu (Deprecated) Part is not available in BBIS v3.0, however this section is included for completeness.

To upgrade a Menu (Deprecated) part for Website Accessibility and more style options, import the part in a Menu part. When you upgrade a Menu (Deprecated) part, be aware that some style options may not convert to Menu. Also, additional styles may be required for Menu. We recommend you fully test a converted menu and recreate style options if necessary.

  1. On the Design tab, select the Build tab.
  2. In the Menu (Deprecated) part field, a list of the existing Menu (Deprecated) parts appear. Select the Menu (Deprecated) part to upgrade to Menu.
  3. To import CSS styles from the Menu (Deprecated) part, tick Import/Overwrite compatible styles. If you do not tick this checkbox, only the menu items and structure upgrade to Menu.
  4. Click Import Structure. The Menu (Deprecated) part upgrades to Menu.
  5. Select the Style tab. The Styling Options dialogue box opens. See next section.
  6. Select other tabs to make further edits/updates as required, then clickSave.

Design a Menu Definition

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, select the Build tab.
  2. You can add as many menu items as you wish. To add a menu item, click Add item. The new menu item appears under the top-level parent menu item, and the Menu item properties options display on the right.
  3. UsefulInfo.jpg Tip: To rearrange menu items, select them and click the arrows.
  4. Enter a menu item label (name) to display in the menu.
  5. Enter a Tooltip description to display when the cursor hovers over the menu item.
  6. In the Link field, click Search to link the menu item to a web page. The Create Page Link dialogue box opens. For more information, see Insert Page/Document Link.
  7. If you enter a window in the Open in another window named field on the Create Page Link screen, the Target window field displays the name of the window. To change the window, click the binoculars in the Link field.
  8. If you selectUse unordered list menu on the Style tab, the Styling class field and two links appear. In the Styling class field, enter the class name from your style sheet for the menu item. For example, you can enter ‘red’ or ‘blue’ to change the item’s colour. For more information, see Style Sheets.
    • To apply the class to sibling menu items within the same menu node, click Apply to sibling menu items.
    • To apply the class to all menu items in the part on the same level, click Apply to all menu items at this level.

    For example, enter ‘blue’ for Level 1 and click Apply to all menu items at this level.

    Then set ‘red’ for SublevelA and ‘green’ for SublevelC and, in each case, click Apply to sibling menu items.

    On your web page, the Level 1 and Level 2 items are blue because you applied the style to all menu items at that level. However, the sublevel items in each node are different colours as you applied the style to sibling menu items only.

    ”Menu sublevel illustration”

  9. Repeat process above for each new menu item. To edit a menu item’s properties, select it.
  10. On the Style tab, select whether to style the menu with tables or with an unordered list formatted by CSS.
  11. To style the menu with tables, select Use table-based menu.
  12. In the Category field, select a style category to apply style options. For more information, see Style Categories for the Menu.
  13. To create a custom class for CSS style options, tick Enable customer CSS.
  14. In the Custom class field, enter a custom class such as ‘.navMenuItem’. You enter the CSS for the custom class in Style sheets. For more information, see Style Sheets.

  15. To select standard CSS style options, tick Enable standard CSS.
  16. The available style options depend on the style category. For more information, see Standard CSS Style Options for Menu.

  17. After you choose style options for the selected style category, select another style category as required. BBIS saves your changes.
  18. To style the menu with an unordered list formatted by CSS, select Use unordered list menu.
  19. In the Top level class name field, enter the custom class name. You enter the CSS for the custom class in Style sheets.
  20. Select other tabs to make further edits/updates as required, then click Save.

Style Categories for the Menu

In the Category field of the Menu part, you select style categories to apply style options. Style categories include the various menu types. This table describes the available style categories.


”Table of style categories and their descriptions”

Standard CSS Style Options for Menu

Standard CSS style options vary depending on the category you select. Refer to the following tables for standard CSS styles for each Menu category. For information about applying standard CSS style options, see previous section.


Style category: General

Orientation

Display popup image on submenus

Static levels

Custom glyph

Static level indent

Preview background

colour

Display popup image on main menu

Text wrap


Style category: Main Menu or Popup Menu

Background colour

Font size

Border colour

Font underline

Border style

Font colour

Border width

Height

Bold

Horizontal padding

Italic

Vertical padding

Font name(s)

Width


Style category: Main Menu Item or Popup Menu Item and Main Menu Selected Item or Popup Menu Selected Item

Background colour

Font size

Border colour

Font underline

Border style

Font colour

Border width

Height

Bold

Item spacing

Italic

Width

Font name(s)



Style category: Main Menu Item Hover or Popup Menu Item Hover

Background colour

Font name(s)

Border colour

Font size

Border style

Font underline

Border width

Font colour

Bold

Height

Italic

Width

My Friends

Create a My Friends part to allow website users who visit a personal page or profile display page to view the online relationships of the member or group associated with the page. For example, you can design My Friends parts for a profile display page to display the friends and groups of a user network member. When a website user visits that member’s profile page, Friends and Groups panels appear to display the profile images of the member’s online relationships. You can also design My Friends parts to display the friends and groups shared between the user who visits the page and the user associated with the page.

UsefulInfo.jpg Note: On your website, the My Friends part appears only if it has information to display. For example, if you create a My Friends part to show the friends two users have in common and the user who visits the page and the user associated with the page have no mutual friends, the “Mutual Friends” panel does not appear. Similarly, when a user visits her own Profile Display page, the “Mutual Friends” panel does not appear.

When you create a My Friends part for a page, you design how many columns and profile images appear in the part. Before you create a My Friends part, you must first create its User Networking Manager part.

Design My Friends

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, select the web page that contains the User Networking Manager part.
  2. In the Panel type field, select the type of contacts to display The panel displays profile images for the contacts that match your criteria.
    • To display user networking friends for the user associated with the page, select “Friends.”
    • To display mutual user networking friends for the user who visits the page and the user associated with the page, select “Mutual Friends.”
    • To display user networking groups for the user associated with the page, select “Groups.”
    • To display mutual user networking groups for the user who visits the page and the user associated with the page, select “Mutual Groups.”
  3. Enter a panel label such as “Friends.” To enter a label for internal use but not display it on the website, tick Hide labels.
  4. In the Number of columns field, enter how many columns to include in the panel. By default, the panel displays profile images in four columns.
  5. In the Max records to show field, enter a limit for how many profile images to include in the panel. To display all profile images for applicable contacts, leave the field blank.
  6. UsefulInfo.jpg Tip: We recommend that you limit the number of profile images to include in the panel. If you do not set a limit and the My Friends part displays a large number of profile images, it may compete with the rest of the page for the attention of website users. To allow users to view all friends or groups associated with a member, you can add a Formatted Text and Images part that includes merge fields and a link to a profile display page with a My Friends part with no limit on profile images.
  7. Click Save.

Navigation Buttons

To create a navigation bar, use the Navigation Buttons part. Buttons on a navigation bar honour security. For example, if you have a Board Members Only page, only a website user logged in as a board member can view a button on the navigation bar used to access this page.

Design Navigation Buttons

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, in the Orientation field, select whether to display the navigation bar in a horizontal (from left to right) or vertical (from top to bottom) orientation on your web page.
  2. In the Preview with Style Sheet field, select the style sheet to use for your navigation bar.
  3. For example, to use the default style sheet, select ‘System Default’. For more information, see style sheets.
  4. To add a button for your navigation bar, click Add item. The Navigation Bar Item dialogue box opens.
  5. In the Caption field, enter the information to appear in a yellow box when your website user moves the mouse over a navigation bar button.
  6. ImportantInfo.jpg Important: All images used for navigation bar buttons must be previously created and saved using graphics software such as Microsoft Photo Editor. You cannot create these images in BBIS.

    To not use images for a navigation bar button, add a linked heading for navigation. In the Caption field, enter the heading to link. The heading you enter appears on your web page and is linked automatically.

    To select the web page to link to, complete the next step in this procedure.

  7. In the Page field, click Search to select the web page where the navigation bar appears. The Create Page Link dialogue box opens. For more information, see Insert Page/Document Link.
  8. In the Default Image field, select the image that automatically appears when your website user accesses the web page, before the website user moves the mouse over or clicks the button.
  9. To select a default image, click Images. The Select Image from Image Library dialogue box opens. For more information, see Insert Image. When you select this image, it automatically appears in the Hover Image and Selected Image fields, however this can be changed. See next steps.

  10. In the Hover Image field, select the image that appears when your website user moves the mouse over the button on the navigation bar but does not click the button. To select a hover image, click Images, as per details in point c.
  11. In the Selected Image field, view the image that appears when your website user clicks the button on the navigation bar. To select a hover image, click Images, as per details in point c.
  12. To save the navigation bar item, click Ok. You return to the Edit Part screen.
  13. On the Design tab, the selected navigation button images appear.

  14. ”Screenshot of design tab”

    • To edit a navigation button, click on it.
    • Use the arrows to sort your navigation buttons in the order they will appear on your web page
  15. Select other tabs to make further edits/updates as required, then click Save.

News Reader

The News Reader part type allows the system administrator to display Really Simple Syndication (RSS) content or Atom content on your website. These are XML-based formats used to distribute web information. For example, if your organisation is health related, you can create a web page for health tips and include a News Reader part type that includes news headline feeds from other health-related websites. Using RSS or Atom and the News Reader part, you can include these headlines on your website automatically.

The website supports RSS versions 0.9, 1.0, and 2.0 and Atom version .3.

Design News Reader

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, in the Source field, enter the website address that contains the XML content to display on your website. Typically, sites that share content display orange XML icons that are hyperlinks to their website feeds.
  2. In the Link target field, enter where to open the linked page. For example, to open the link in a new window, enter ‘_blank’.
  3. Under Display options:
  4. Enter the number of articles to display. To display all recent articles, leave the default ‘0’ in the field.
  5. To display articles on multiple pages, tick Display [x] articles per page and enter the number of articles per page.
  6. To display article titles only, tick Display headlines but not articles. Users can click links to access articles.
  7. To display any graphics associated with the website feed, tick Display graphics associated with the feed.
  8. To display dates for the articles, tick Display dates for postings if available.
  9. Under Authentication options, enter the authentication information for a website that requires authentication to access its XML content.
  10. Select the authentication type that the news feed provider requires.
  11. UsefulInfo.jpg Note: Basic authentication does not encrypt the user name and password and sends the credentials over the network in plaintext. Digest authentication encrypts the user name and password and does not send them over the network in plaintext.
  12. In the User name and Password fields, enter your authentication information. To display XML content that requires authentication, you must have a user name and password with the news feed provider.
  13. Select other tabs to make further edits/updates as required, then click Save.

Oxford Event Registration

ImportantInfo.jpg Important: The Oxford Event Registration part must be used rather than the standard event registration form part. The instructions below are for the standard part and will be updated against the Oxford Event Registration part as soon as possible.


To allow website users to register for events online, you can create event registration forms using the Oxford Event Registration part. You can link your online and offline events and download online registration information directly to event records.

You can set up the Oxford Event Registration form so that when members register for events online, their relationships from DARS appear as available participants, making online registration easy for members and adding personal details to their registration forms.

When the Oxford Event Registration part is added to a web page, the registration options appear on separate pages. You can include a status bar for the user to view their progress while they complete the event registration process.

Please refer to the BBIS Event Web Transactions guide for processing on-line event registrations.

”Event registration process diagram”


Step 1: Start — This is the Event Selection page. Information about each event appears, including the description, date, and time of the event. By default, the website user selects their events on this page and enters the registration quantity and pricing information on another page. If your Oxford Event Registration form includes only a few events, you can exclude the first step of registration to minimise steps for your registrants.

When you exclude the first step, the progress indicator displays the event registration as four steps: Prices, Attendees, Register, and Finish. In a four step registration, the user selects the events and enters the quantities of event units as part of the Prices step.

Step 2: Prices — This is the Quantity and Pricing page. The pricing options and units for the selected events appear. On this page, the website user enters the quantities of event units to register. If you exclude the first step of registration, the user selects their events on this step too.

Step 3: Attendees — This is the Attendees page. On this page, the website user enters who will attend the selected events and selects any participant attributes you add to the Oxford Event Registration form.

Step 4: Register — This is the Payment page. A summary of the event registration appears. On this page, the website user verifies the registration options selected are correct and enters any billing and payment information.

Step 5: Finish — This is the Confirmation page. A summary of the billing and payment information appears.

UsefulInfo.jpg Note: To design, style, and test a part on your website without creating transactions, generating emails, or communicating in any way with Blackbaud Services or DARS, select Test mode on the Properties tab.

For example, you can complete the fields on an Oxford Event Registration form to ensure the confirmation page is styled and working properly. Although you submit the registration and receive a confirmation, a transaction does not appear on the Web Transactions page in DARS. Use Test mode to verify the user’s experience, not to test data processing. Test mode does not validate credit card numbers and merchant accounts. Only users with supervisor rights can view parts in Test mode.

UsefulInfo.jpg Tip: For optimal performance, include only one Oxford Event Registration part for each web page.

Design Oxford Event Registration

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

UsefulInfo.jpg Note: If a registrant already exists in the database, the constituent record updates to include gift and event data from the downloaded event.
  1. On the Design tab, Under Registration Options:
  2. ”Screenshot of registration options”


  3. Tick Display progress indicator to display a progress status bar for the user to view during the event registration.
  4. To allow the website user to select both events and registration options on one page, tick Exclude the first event info/selection page from registration. If you do not select this option, a five step progress indicator appears at the top of the Oxford Event Registration form and the website user selects the events to register for on one page and enters the registration quantity and pricing information on another page.
  5. UsefulInfo.jpg Tip: If you tick Exclude the first event info/selection page from registration Step 1: Start does not appear on the progress indicator. The progress indicator displays the event registration as four steps: Prices, Attendees, Register, and Finish. In a four step registration, the user selects the events and enters the quantities of event units as part of the Prices step.
    UsefulInfo.jpg Note: If your Oxford Event Registration form includes one or few events, we recommend you select Exclude the first event info/selection page from registration to minimise steps for your registrants. If your Oxford Event Registration form includes multiple events, a second event information and selection page may be helpful to your website users.


  6. To display a notification message to users when they attempt to register for events with overlapping start and end times, tick Display event conflict notification. Users can still register for the conflicting events, but a notification will be displayed.
  7. Under Required fields, tick the checkbox for each donor field to make required on the Oxford Event Registration form. To ensure you download complete constituent information, we recommend that you make all these fields required.
  8. ”Screenshot of required fields – first name, title and phone”

    ImportantInfo.jpg Important: We have applied more stringent matching of guest details in the events batch area to prevent auto-linking to the wrong constituents in the CRM. Auto-linking between an event guest and a CRM constituent record will now only occur if there is an exact match on the First Name, Last Name and email address. Since the majority of events set-up in BBIS do not require the email address of guests to be provided, guests will now no longer be auto-linked. When processing guest registrations, the event administrator must elect to match them to an existing constituent or select the ‘New Constituent’ option.

    As an alternative, the BBIS Event page can be set-up to require that an email address is collected for the guest if it is felt this is appropriate. Where an email address is available, the batch will now compare against all of the email addresses held on the constituent record with matching First Name and Last Name.

  9. Under Captions, for each button or label listed, enter the text to appear on the Oxford Event Registration form. (There are more captions to choose from then shown below)
  10. ”Screenshot of captions page”


  11. Under Events from Blackbaud Enterprise, select the event to use.
  12. ”Screenshot of event search page”


  13. To add an event to the field list, enter the name of your event and click Search . The Event search results will display so you can select an event. You can use this Oxford Event Registration form for more than one event. To add another event to the form, repeat this step.
  14. After you select an event, additional options appear for you to set up how its registration appears on the form.

  15. Under Event options, enter the display name and description of the event as it will appear on the website. By default, the text in the Description field appears in the Display Description field
  16. ”Screenshot of Event details page”


  17. To add a page link to another web page,enter the website address in the page link box.
  18. The online event capacity box allows you to restrict event registrations to not exceed capacity . To limit how many registrants can sign up for the event using the Oxford Event Registration form online, tick Do not allow registrations beyond online capacity. Note: Online event capacity will calculate all registrants registered offline, waiting in batch and registered online. If you are receiving “unable to register due to reaching capacity” and there are still spaces within the event page in DARS CRM; you should check the web transactions area for any batches awaiting to be processed.
  19. To display any relationship records linked to a member’s constituent record in DARS for selection in participant fields, tick Display individual relationships as available registrants.
  20. For example, Mark Adamson has a constituent record. His wife Vicki has a relationship linked to Mark’s constituent record. If you tick Display individual relationships as available registrants. and Mark registers for the Annual Golf Tournament on your website, Vicki’s name appears in the drop-down list when Mark assigns participants. He can select Vicki or enter another name.

  21. Under Pricing Options, select the prices to appear on the registration page for each event unit. To display a listed price, tick its checkbox in the Include column.
  22. In the Description column, enter the text to appear on the registration page for each event unit, such as ‘Individual’ or ‘Couple’.


    ”Screenshot of pricing options”


    UsefulInfo.jpg Note: When you define the number of participants for each pricing option, we recommend you enter the number of participants assigned to the corresponding registration option in DARS.

    In the Registrants/Unit column, enter the number of people allowed for the unit.

    In the Max units column, select the maximum number of each unit allowed for each registration. By default, this value is ‘4’.

    To allow participants to register for an event unit anonymously, tick its checkbox in the Allow anonymous column. When you tick this checkbox, the Name field is not required when the website user registers for the event unit.

    In the Price (gift amount) and Receipt amount columns, data from the Prices tab of the event record appears and is disabled. You cannot change this information on the website. To change the price or receipt amount, edit the event record offline.

  23. Under Attributes, select the participant attributes to appear on the event registration page. To display a participant attribute, tick its checkbox in the Display column.
  24. UsefulInfo.jpg Tip: Constituent attributes are not available for use with the Oxford Event Registration form. You can only select to include participant attributes.

    ”Screenshot of attributes options”


    One-per-record participant attributes with a type of Date, Text, Number, Currency, and Yes/No can be used on the Oxford Event Registration form. Table type attributes are available without being marked as one per record. Fuzzy Date and Constituent Name type attributes are not available for the Oxford Event Registration form.

    To make a selected participant attribute required, tick its checkbox in the Required column.

    To change the text of the participant attribute on the registration page, in the Caption field, enter the text to appear.

    UsefulInfo.jpg Note: When you download an event registration, the ‘Online registrant’ status defaults on the registrant record. On the event record, this status also appears in the Online registrant column on the Registrants tab.
  25. On the design tab, under Payment Options, select a constituency to apply to registrants.
  26. Under Payment Options, select the payment options (Use payment part or Proceed directly to payment) for website users.
  27. UsefulInfo.jpg Note: If your payment page uses a Payment 2.0 part, the payment method for it and this part must match. For example, you cannot select a payment page that only accepts direct debits because this part only accepts credit cards.
  28. Acknowledgement Email Editor allows you to insert Merge fields and customise your acknowledgement email. Note: The Name of your Email must be unique for each part, if you receive a “must be a unique name error” then it’s relating this field below. The Acknowledgement Email editor opens.
  29. In the email body, edit/create the email to acknowledge the registration. For information about how to design an email acknowledgement for an event registration, contact the DARS Support Centre.

    UsefulInfo.jpg Tip: When you edit an Oxford Event Registration part, you can click Acknowledgement Email to access the Acknowledgement Email screen.


  30. Select other tabs to make further edits/updates as required, then click Save.

Event Registration Loop Merge Fields

Several merge fields output the same registration data, but in different ways.

To merge all registration data into one table without the ability to format and change labels, select the Registrations Block merge field.

To merge registration data in loops for multiple events, registrant types, and attendees, select the Event Item loop merge fields, Pricing loop merge fields, and Attendee loop merge fields. These loop fields merge data so you can change labels and use format options to customise the information.

For example, you create an email acknowledgement for a golf tournament that includes attendees in the Individual and Family registrant type. When you use the loop merge fields, BBIS makes the following loops to merge data.

  • Event Item loop merge fields — BBIS first checks the number of events to include in the acknowledgement. In this example, there is one loop because your merge includes data for just the golf tournament event.
  • Pricing loop merge fields — Next, BBIS merges data through loops for registrant types. In this example, BBIS makes two loops, one for the Individual type and one for the Family type.
  • Attendee loop merge fields — Lastly, BBIS loops the actual list of attendees for each registrant type.

This happens multiple times depending on the number of attendees. BBIS first loops through the Individual registrant type to merge data for the attendee list. Next, BBIS loops through the Family registrant type to merge data for the attendee list.

Event registration loop fields must be nested in the order they appear in the merge field list. The nesting order is Event Item loop fields, Pricing loop fields, and Attendee loop fields. If you list the fields out of order, for example you list the Attendee loop fields outside of the Event Item loop fields, or as standalone fields, the data does not merge correctly.

Page Sharing

To allow website users to easily notify others about content on a web page, add a Page Sharing part to a layout or template. Using this part, website users can use content sharing services such as Digg or Delicious to send a link to a web page to others and help promote your website. On your website, the website user selects the sharing service from the page sharing caption and enters information about the sender and recipient and a personal message for the recipient.

ImportantInfo.jpg Important: To prevent website users from sharing content that recipients may not be able to view, we recommend you not add the Page Sharing part to pages that require specific security or contain dynamic content such as Directory part search results.

Design Page Sharing

  1. On the Design tab, under Content sharing services, select each social networking method, such as Digg, that website users can use to share content on the web page.
  2. ”Screenshot of design tab”


  3. Enter the (Page Sharing) caption to appear with the links that website users click to share the web page.
  4. UsefulInfo.jpg Note: By default, the page sharing caption is hidden. To display the caption, you must edit its classes in Style sheets. For more information, see next section.
  5. Select other tabs to make further edits/updates as required, then click Save.

Page Sharing Caption Styles

By default, the page sharing caption is styled to be invisible on your website. To display a caption that website users can expand to display the selected sharing services, you must edit its classes in Style sheets. In Style sheets, you can also specify whether the services appear horizontally or vertically.

Display Page Sharing Caption

  1. Navigate to Site explorer > Style sheets and locate the style sheet to be edited.
  2. In the Action column, click Edit. The Style sheet text editor screen opens.
  3. Click Insert CSS selectors. The CSS selectors dialogue box opens.
  4. In the Insert selectors for field, select Page Sharing.
  5. To include default styles along with class names, tick Include defaults.
  6. Example without defaults Example with defaults
    ” Example without defaults” ” Example with defaults”
  7. Click Insert.
  8. The Style sheet editor screen updates with the tags (and default styles if applicable). Enter or edit the styles to display the caption users can expand and collapse.
  9. In the .PageSharingLink class, enter display:block.
  10. In the .PageSharingLinkImage entry, enter display:block.
  11. In the .PageSharingList entry, enter display:none.
  12. By default, when website users expand the list at the caption, sharing services appear horizontally. To display the sharing services vertically:
    • In the .PageSharingListItem entry, enter float:none.
    • In the .PageSharingListItemLinkImage entry, enter float:none; display:inline.
  13. To apply your changes, click Apply. The styles apply to all layouts, templates, and web pages that use the style sheet.
  14. To save your changes, click Save.

Payment 2.0

With the Payment 2.0 part, website users can pay for multiple transactions with a single charge. For example, when users register for events or make donations, BBIS can add the transactions to their shopping carts.

If users leave the website without paying, the transactions remain in the shopping carts.

UsefulInfo.jpg Note: Website users who do not log in to your site can still add items to shopping carts. To identify these anonymous users, BBIS uses cookies. To return to their shopping carts, users who did not log in must use the same computer as when they added transactions. If multiple users add transactions from a computer without logging in, BBIS adds all the transactions to a single shopping cart.

The Payment 2.0 part shopping cart can process transactions from the Advanced Donation Form, Donation Form, eCards, Oxford Event Registration, Transaction Manager (for unpaid event registrations only), and Sponsorship Form parts. For information about these parts, see the individual part descriptions. The shopping cart cannot process transactions from other sources.

After you place the Payment 2.0 part on a web page and route transactions to the shopping cart for other parts that integrate with Payment 2.0, the parts then send users to the shopping cart during transactions and the Payment 2.0 part determines the merchant account and available payment methods. After users add items to the shopping cart, they can click links to edit individual transactions. When users pay with credit cards, BBIS collects user information on secure payment pages to help you comply with the Payment Card Industry Data Security Standard (PCI DSS).

Design Payment 2.0

  1. On the Design tab, under General, enter how long to maintain shopping carts for users who add transactions but do not log in to your website.
  2. ImportantInfo.jpg Important: If you enter ‘0’ in the Days to keep anonymous carts field, BBIS does not maintain cookies to identify users who are not logged in. If one of these anonymous user adds items to a shopping cart and does not check out, the user cannot return to the cart later. Depending on the browser, the cart is cleared either when the browsing session times out or when the user closes the browser.

    For registered users on your website, the Payment 2.0 part maintains shopping carts until they process the items in their carts. However, BBIS can remove individual items such as event registrations and sponsorships when the parts place time limits on how long the items can remain in shopping carts.

  3. Under Confirmation screen, design the payment summary that appears after user check out in the shopping cart.
  4. In the editor, enter content for the payment summary and format the appearance and layout. To include personalised information, use merge fields. To remove the changes you make to the default confirmation screen, click Load confirmation template.

  5. Under Required Fields, select each field to be required on the payment form. To ensure you download complete constituent information, we recommend that you tick all three fields.
  6. Under Payment methods:
  7. Select the merchant account to use to process credit card transactions.
  8. For example, you can use your organisation’s IATS account. The system administrator sets up merchant accounts in Administration

    ImportantInfo.jpg Important: IIf you create multiple Payment 2.0 parts for your website, you should use the same merchant account for each part. If you use multiple merchant accounts and users purchase items through more than one Payment 2.0 part, BBIS processes all items with the merchant account for the last item. If you set up merchant accounts for different currencies, this means users may pay for some items with the wrong currency.
  9. Select the payment methods to offer to website users. You can allow users to pay with credit card and direct debit, or to make pledges to pay later.
  10. ImportantInfo.jpg Important: If you do not select Credit card, the Payment 2.0 part cannot process event registrations because the Oxford Event Registration part only accepts credit card payments. In this scenario, you must either select additional payment methods or direct event registration transactions to other Payment 2.0 parts.
    UsefulInfo.jpg Note: To help you comply with the Payment Card Industry Data Security Standard (PCI DSS), the Payment 2.0 part directs users who pay with credit cards to the secure payment page to process payments. It does not direct users to this page when they make pledges or pay with direct debit. For more information, see next section.
  11. Under Registration options, select the transaction types that require users to log in before check out.
  12. ”Screenshot of registration options”


    In the User login page field, select a page that includes the User Login part so users can log in to your site. We recommend the part does not enable New user registration.

    UsefulInfo.jpg Note: If you select Sponsorships and new users register during sponsorship transactions, BBIS automatically creates constituent records in DARS. You do not process the signup transactions in batches because all sponsorship transactions are written directly to the database, including signup transactions. To link new website users to their constituent records, you must have a default batch assignment setting for new user registrations in DARS. If not, new website user are not linked to constituent records.

    When you require this, a message appears during check out to inform users they must log in. To do this, users click ‘Continue’ and the user login page appears. Community members log in to your site with existing credentials and non-community members create a new user account. After the log in is complete, BBIS returns the user to the payment page to complete the check out.

    UsefulInfo.jpg Tip: To change the require message and Continue button text, select the Language tab.
  13. Select other tabs to make further edits/updates as required, then click Save. The Acknowledgement Email editor opens.
  14. UsefulInfo.jpg Tip: When you edit a Parment 2.0 part, you can click Acknowledgement Email to access the Acknowledgement Email screen.


  15. Enter a name for the email (acknowledgement), a subject, and an address and name to include in the From field of the email message.
  16. Click on More options to expand the Addresses section.
    • To receive responses from recipients at a different email address than the one you use to send the message, enter the return address in the Reply Address field.
    • Tick Failures to receive failure messages for email messages that are not delivered. In the field beside the checkbox, enter an email address to receive failure messages.
    UsefulInfo.jpg Note: Failures are email addresses that do not receive the acknowledgement email. Failures can also be called non-delivery receipts, bouncebacks, UnDeliverables, or Delivery Status Notifications (DSN).


  17. In the email body section, enter content for the acknowledgement email message and format the appearance and layout. To include personalised information, use merge fields.
  18. UsefulInfo.jpg Note: You design acknowledgement messages for each part that routes transactions to a shopping cart. To include all these acknowledgements messages in the email message you design for the Payment 2.0 part, use the Acknowledgement Block merge field. For example, you can add the merge field to a Payment 2.0 part acknowledgement email message and then route transactions to the part from Donation Form parts. After website users check out, they receive a single Payment 2.0 acknowledgement email that includes acknowledgment messages from the Donation Form parts. You can also use this merge field on the Payment 2.0 part’s confirmation screen.
  19. Click Save.

Secure Payment Page

To help you comply with the Payment Card Industry Data Security Standard (PCI DSS), BBIS uses a secure payment page to process biographical billing information and payment information for the Advanced Donation Form, Membership Form, and Payment 2.0 parts. Users enter the information on a secure payment web page that is hosted on a separate Blackbaud server from your website.

UsefulInfo.jpg Note: Whether you host your site or Blackbaud hosts your site, the secure payment page on the hosted Blackbaud server processes all credit card payments for the Payment 2.0 part.

When a user submits a credit card payment on the Payment 2.0 part, the user navigates through a series of pages. First, a user enters the amount and biographical information on your site. When the page is complete, the user clicks Check out.

”Screenshot of first shopping cart page”


BBIS uses the style sheet, layout, and template for desktop browsers and mobile devices to display the secure payment page on the Blackbaud server. On this page, the user enters billing and payment information, such as credit card details.


” Screenshot of second shopping cart page”

To complete the transaction, the user clicks Pay now.

UsefulInfo.jpg Note: The secure payment page uses Blackbaud Payment Service to transmit the users’s information and process the credit card transaction. For more information about Blackbaud Payment Service, see the Payment Application Data Security Standards Implementation Guide.
ImportantInfo.jpg Important: Your code tables in DARS for countries and their subdivisions, such as counties and provinces, must follow the International Organisation for Standardisation’s ISO 3166 standards. The secure payment page uses ISO 3166-1 for countries and ISO 3166-2 for subdivisions such as counties. If your code tables do not match these standards, Blackbaud Secure Payment changes selections to the closest abbreviation when it processes transactions, and this can lead to incorrect address information. For example, if your countries table includes ‘United Kingdom’, The secure payment page changes this to the United States abbreviation ‘US’ because it is the closest abbreviation to ‘Un’. In ISO 3166-1, the abbreviation for the United Kingdom is ‘GB’, and your code table must match this.


The user returns to your site and your confirmation page appears.

Secure Payment Page: Important Considerations

There are several important items to remember about the secure payment page for the Payment 2.0 part. The secure payment page uses your style sheets, layouts, and templates for desktop browsers and mobile devices to render the page. Make sure you consider this information to enhance accessibility for both options.

  • When you use the same Payment 2.0 part on two web pages that use two different templates, the secure payment page renders using the template for the page the website user navigates from. For example, your payment page for an event registration uses a template with a red background and your payment page for a donation uses a template with a blue background. When a user navigates from the event registration payment page to the secure payment page, the page renders using the red template. When a user navigates from the donation payment page to the secure payment page, the page renders using the blue template.
  • Some parts, such as Formatted Texts & Image and Menu, appear on the secure payment page. Images also appear. However, you may notice that some parts do not appear on the page.
  • When you include targeted content on your page, be aware that it does not apply to the secure payment page. No matter the role the user is in, the secure payment page renders the view for an anonymous user the same way your page appears for anonymous users. Anonymous users are users not logged in to your website.
  • We recommend you remove parts that contain a Flash file. These files include JavaScript that the secure payment page removes for PCI DSS compliance. If you do not remove the part, an Adobe download message is likely to appear in its place on the secure payment page.
  • Likewise, we recommend you remove graphics that include JavaScript. The secure payment page removes these graphics for PCI DSS compliance. If you do not remove the graphic, the page is likely to render incorrectly.
  • We recommend you remove third-party social media sharing widgets from your page. These links typically include JavaScript that the secure payment page removes for PCI DSS compliance.
  • To enhance performance between your site and Blackbaud's server, BBIS holds updates you make to the style sheet, layout, and template for your payment page in a queue. When this content remains static for five minutes, the updates push to the Blackbaud server that checks for changes every five minutes. Altogether, it can take up to ten minutes to apply the updates to your secure payment pages. You cannot change this process. However, you can click Update templates in Sites & settings to manually update the changes for your secure payment page.
  • A generic template exists for the secure payment page. It is unlikely you want to use it because it does not match the rest of your website. However, Flash and JavaScript content does not upload to the secure payment page for PCI DSS compliance. If your page, template, or layout includes this content and the absence of it heavily impacts the appearance of your secure payment page, you may want to use the generic template. You can also use the generic template if you need to temporarily revert your template updates to the page. When you are ready to use your template again, you select Enable secure payment template updates and click Update templates in Sites & settings.

Payment Summary 2.0

Payment Summary 2.0 part works with Payment 2.0 parts to provide website users a summary view of their payments. The payment summary can display the number of items on a payment page and the total cost for the items. It can also provide a link to view the payment page and pay for transactions. You can also include a summary grid that lists the items added to the cart and provides a brief description of each. When you add a link and place the summary on a page template, a website user can access the payment page from any web page that uses that template. You can also use merge fields to create two versions of the summary: one for an empty payment page and one for a page with transactions.

When you create a payment summary, you select a Payment 2.0 part to connect to the summary.

Design Payment Summary 2.0

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, in the Payment 2.0 part field, select the Payment 2.0 part to connect to the summary.
  2. To include a summary grid that lists the items in the shopping cart, tick Include shopping cart summary grid. The grid appears below the payment summary content.
  3. Under Payment summary content, enter the text to appear in the payment summary. You can use merge fields to display the number of transactions on a website user’s payment page and the total cost, as well as to provide a link to the page. You also can use merge fields to create conditional statements that appear according to whether the payment page contains transactions.
  4. Select other tabs to make further edits/updates as required, then click save.

Personal Notes

With the Personal Notes part, you can allow website users to share their stories with your organisation. This part allows website users to communicate life changes, narratives, or other personal information through your website.

When you create the part, you designate a redirect page to appear after website users submit notes, and you select the note types from DARS that they can select when they submit personal notes.

To submit personal notes, website users must log in to your BBIS site. When users submit notes, the part saves the notes directly to their constituent records in DARS. These personal notes from your website appear on the Documentation tab along with any notes that you entered directly in in DARS.

In DARS, you can create constituent queries to monitor the personal notes that website users submit. The Online Information node under Notes includes Page ID and Page name fields that are associated with personal notes from your website. For information about how to create a query, see the Fundamentaiils 2 manual.

Design Personal Notes

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, select a redirect page. After website users submit personal notes, the part sends them to this page.
  2. Under Note types, select the types of personal notes that users can submit. In the Available list, all of your active note types from DARS appear. Select required note types and use the arrow buttons to add or remove note types from the list that users select from on your website.
  3. Select other tabs to make further edits/updates as required, then click save.

Users select note types from a dropdown list on your website. If you only include one note type on the part, the field does not appear because that note type is selected by default.

UsefulInfo.jpg Tip: You can use the Language tab to edit the privacy statement that appears at the bottom of the Personal Notes part by default, as well as other labels on the part.

Poll

Use the Poll part to create a simple poll or survey. A poll may ask a trivia question or who users predict to win a race. After a website user submits an answer, BBIS calculates the poll results and displays them on the site.

With the Poll part, you can enter your poll or survey question, the text to display on the submit button, whether to use a pie chart or bar chart to display the results, and, if required, the possible answers for the poll or question. To prevent skewed polling results, these fields are disabled after a website user responds to a poll.

Design Polls

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, enter a title for the poll.
  2. ”Screenshot of poll design page”


  3. Enter the question for the poll.
  4. In the Submit button text field, enter the text to appear on the button users click to submit their answer.
  5. In the Chart type field, select ‘Pie Chart or ‘Bar Chart’.
  6. Poll responses are limited to 255 characters. If you expect long poll answers, we recommend you enter a pixel (px) size in the Chart image width field. If you enter an image width less than a poll response, the response is truncated in the image. To correct this, adjust the pixel size in the Chart image width field.
  7. Under Poll answers, for each answer for the poll response, enter the answer in the Answer field and click Add. The box displays the answers entered for the poll response.
  8. Arrange the order of the answers as they should appear on your website.
    • To adjust the position of an answer in the order, select it and click Move up or Move down.
    • To remove an answer from the box, select it and click Remove.
  9. Select other tabs to make further edits/updates as required, then click Save.

Profile Display

Use the Profile Display part to create a read-only user profile that displays information specific to the user who uses the part. You select the fields to include in the profile. For example, for an individual constituent, you can display biographical, address, and contact information about the user. You can create separate Profile Display parts for individual constituents, organisation constituents, and user networking groups.

For more information about how to create an editable profile display form, see Profile Form (Deprecated).

You can use the Profile Display part to display information for only the logged-in user or to link to a directory so it displays information for any person or organisation selected in the directory. For more information, see Directory.


ImportantInfo.jpg Important: You cannot use HTML to embed your own form via HTML in a Profile Display part. Consider putting the form on a page that is not stored in your database, but can be referenced in an iFrame tag.

Design Profile Display

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, in the Source field, select the profile type to appear when the website user clicks the link.
    • Select ‘Current User’ to display the profile for the logged-in user.
    • Select ‘Directory’ if this profile part is added to a page linked to a directory. When a profile is linked to a directory, users can click a field in the directory to display the profile for the selected person. For more information, see Directory.
  2. Select the relevant tab to create Profile Design part content for an individual or organisation constituent, or for a user networking (BBIS) group.
  3. UsefulInfo.jpg -
  4. In the editor section, enter and format the profile content’s appearance and layout.
    • When you design content to appear for an individual or organisation constituent, you can add merge fields for personalised information to appear.
    • When you design content to appear for a user networking group, you can add merge fields for personalised information from the User Networking Manager part to appear.
    UsefulInfo.jpg Note: On your website, email address merge fields on a Profile Display part appear as links users can click to send an email message to the address.
  5. Select other tabs to make further edits/updates as required, then click Save.

Profile Form (Deprecated)

UsefulInfo.jpg Note: The Profile Form part is now deprecated. While the deprecated part continues to operate for backwards compatibility on your website, you can no longer create or copy Profile Form (Deprecated) parts. Instead, you can use the Profile Update Form in Forms. It includes all the functionality of the Profile Form (Deprecated) part, and its form designer supports greater flexibility for customization. For example, you can use the form designer to insert instructional text, add steps, or rename button labels.

With the Profile Form part, you can create profile forms for constituents and organisations to update their biographical, address, and contact information. For example, Jane Compton is a member of the Class of 1988. When she visits your website, she navigates to the user profile page and enters the information you selected to appear on the individual Profile Form part, such as her full name, current address, and spouse information. You can download the information she enters on your website to DARS.

You select the fields of information to appear in each section of the form. The user can select whether profile information is public (all users can view it) or private (only the user can view it). We recommend you use the profile form on password-protected pages only.

UsefulInfo.jpg Note: When users update their profiles, the changes appear in profile displays or directory listings automatically, even before the changes are downloaded.

If a user is a relationship type with appropriate rights, he or she can edit profile information for an organisation.

For example, you can specify that only constituents with a relationship type of ‘Administrator’ or ‘Primary Contact’ can edit their organisation’s profile.

UsefulInfo.jpg Note: To edit an organisation’s profile, in addition to the relationship type set on the Settings tab in Sites & settings, the website user must be established as a contact for the organisation in DARS.

Design Profile Form

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, under Select the type of constituents to use the Profile Form, select either Individual or Organisation.
  2. ”Screenshot of design page”


  3. Under Profile form options, in the After update navigate to field, browse to the web page to appear after website users submit their profile information.
  4. If you do not select a page, the profile form appears after users submit profile information.

  5. If you select Organisation, the Message to display when there are no organisation records box appears. In the box, enter the message to appear when website users who navigate to a page with the profile form part do not have an organisation record or are not a relationship type with Edit Org Profile marked on the Settings tab in Sites & settings. For example, enter ‘There are no organisations associated with your record’.
  6. Add each section to the profile form as required.
  7. In the Section field, select the type of section to add to the form. Fields appear in the grid for the section type you selected.
  8. In the Heading field, enter the text to appear at the top of the section. For example, for the Bio section of an individual profile, enter ‘Personal Information’.
  9. To specify the order of sections, add a number to the beginning of each section heading. For example, if you select ‘Preferred Address’ in the Section field and enter ‘2. Preferred Address’ in the Heading field, the Preferred Address section appears second in the profile.

  10. In the Fields grid, select the fields to include in the section and options for the fields.
  11. UsefulInfo.jpg Note: To protect user passwords, users cannot change their user IDs, passwords, or email addresses on profile forms unless they confirm their passwords first. When users attempt to change the Preferred Email field in the Phones and Email section or the User ID and Password fields in the User Login section, a field requests their current password. Users must enter their passwords so that other users cannot change their credentials or receive email messages with their unencrypted passwords.

    ”Field options descriptions table”


  12. Select other tabs to make further edits/updates as required, then click Save.

Query Results Display

The Query Results Display part displays output from DARS queries. For example, you can display a list of volunteer events that occur in the next two weeks. For some query types, you can also display different query information for different contexts. For example, you can display a context-sensitive list of events on profile pages to allow users to view the events they participated in on their own profile pages and the events that other users participated in on their profile pages.

Design Query Results Display

  1. On the Design tab, in the Query field, click Search to select the query to display.
  2. A Query Search screen displays. Enter the Name and or Type and click Search.
  3. A grid displays all queries that match the search criteria. (The available queries are those saved in DARS.)
  4. Click Select against the required query.
  5. The Query Results Display screen updates with the selected query.
  6. Enter the maximum number of results to include in the display. If you limit the number of results, they display faster on the web page.
  7. In the Results per page field, select the number of results to display on a page. Tick Show paginations to include a Next button to allow users to click through the pages to view more results. If you do not tick Show pagination, only one page of results appears.
  8. If your query contains record output fields, a Context filters section appears. This section allows you to display different query information for different website users. For example, if an event registration query includes the Registrants > Constituent > Constituent record field, you can apply context filters to display registration information based on the user who accesses a page or based on the user associated with the page. To allow context sensitivity, select ‘Current registrant context’ in the Registrants > Registrants record field and then select the context in the Registrants > Constituent > Constituent record field.
    • Select ‘Current user’ to display a logged-in user's registration information. Use this option to display data that is relevant only to the logged-in user, such as events that the user registered for, the cost of tickets, and seating assignments. You can select this option for any type of page.
    • Select ‘Current constituent context’ to display registration information for the user associated with a profile display page. Use this option to display public data. For example, you can display the events that a user participated in when other users visit that user's profile display page. Only select this option for profile display pages because context sensitivity doesn't work for other pages.
  9. In the editor under Result summaries, design the query results display (including format and appearance). Use merge fields to define the query output to include. For certain types of queries, the text box includes merge fields by default. To add merge fields, click Merge fields on the Insert tab in the toolbar to open a screen where you can drag and drop fields into the text box. To select additional merge field groups, click Advanced merge fields.
  10. Select other tabs to make further edits/updates as required, then click Save.

Quick Search

To use the Quick Search part, you must have Microsoft Full-Text Search on your web server. If you do not, the part does not appear in Parts. This part can search other parts: Formatted Text and Images, Formatted Text and Images (Secured), Discussion Group, Event Calendar, Job Board, and Weblogs.

UsefulInfo.jpg Note: You can select to install Full-Text Search when you install SQL Server. For general information about Full-Text Search, see your SQL Server documentation.

The Quick Search part is a text box with a search button that appears on the web page for site users to search for information. Due to its small size, it is useful to include on a web page template to add search functionality on pages throughout your site. The search text box has a limit of 255 characters.

Because the part does not have room to display search results, you must select a web page for the results to appear on. The web page must contain a Search part. This part is large enough to display search results similar to Google. The first line is a hyperlink to the web page. The next several lines provide a preview of the text that contains the word or phrase a user searched on. Words or phrases used in the search appear in bold.

UsefulInfo.jpg Note: The primary difference between the Quick Search and Search parts is how results appear on your site. With the Quick Search part, you select a web page for results to appear on. With a Search part, results appear automatically below the Search part. You can add a Quick Search part to a web page template; however, we recommend you not add Search parts to a template.

The parts available for a quick search are indexed by part. For example, a Formatted Text and Images part contains ‘boy’. On the same page, a Discussion Group part contains ‘scout’. If a user enters ‘boy scout’ in the search field, results do not appear because the same part does not contain both words.

ImportantInfo.jpg Important: When the Quick Search part performs a search, it includes all pages on your website that contain a searchable part. Therefore, the potential exists for search results to return unfinished web pages. To prevent this, establish security to restrict the users who can view unfinished pages.
UsefulInfo.jpg Note: When a user searches for a word or term on your website, search results include pages only. Searches do not include templates or the parts on templates.


The Quick Search part uses ‘stem’ search. When a user enter a word in the search field, the search results include the word plus its plurals and verb tenses. For example, if a user searches for ‘run’, the search results return parts that contain the words ‘run’, ‘ran’, and ‘running’. The search also accepts certain operators and wildcards in the search text box. You can use the asterisk, quotation marks, and the minus sign in the Quick Search part.

”Operator descriptions table”


When a site visitor performs a search with the Quick Search part, security is upheld. For example, a web page contains the Formatted Text and Images part with the phrase ‘Board Member Personal Addresses’. Only users in the Board Member role with the applicable task rights can access this page. When other users search for ‘board member + addresses’, the page is not returned.

Design Quick Search

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, under Results page click Search to search for the web page to display search results.
  2. On the search screen, enter the required filters and click Filter. From the results list select the required page and click Select.
  3. ”Screenshot of Page selection page”

  4. The selected page appears on the Quick Search screen. In the Search button label field, enter the text to appear on your search button, such as ‘Go’.
  5. If you do not enter text for the button, it does not appear on your site. To process search results, site users would need to press [Enter] after they enter the search text.

  6. Select other tabs to make further edits/updates as required, then click Save.

Record Display

Use the Record Display part to provide a detailed description of a record. For example, the Record Search part displays a short description of each record included in the results. To provide a more detailed description of the record, you can link from the search results to a page that contains a Record Display part.

Design Record Display

  1. On the Design tab, under General options, select the record type to display.
  2. If you select ‘Constituent’ for the record type, the Current User option appears. Tick Current Users to display data that is relevant only to the logged-in user, such as events that the user registered for, the cost of tickets, and seating assignments. If you do not tick this option, the part displays information for the user associated with a profile display page. Leave this option un-ticked when you need to display public data. For example, you can display the events that a user participated in when other users visit that user’s profile display page. Tick this option only for profile display pages because the context sensitivity does not work for other types of pages.
  3. Under Record summary, design the search results display and format as required, using the editor. Use merge fields to include information about records included in the results.
  4. To select merge fields, click Advanced merge fields. The Select Field Providers dialogue box opens.
  5. Select each group of merge fields to make available.
  6. Click Ok.
  7. On the Record Display screen, select the Insert tab under Record summary and click Merge fields. Expand each group to click and drag required merge fields to the required location in the editor screen.
  8. Select other tabs to make further edits/updates as required, then click Save.

Record Search

With the Record Search part, website users can enter key words or select search filters to search for records. You can choose the type of filters available for the search and you can design the content for the search results display. For example, you can create a search that allows users to search for events by event name, date, and location.

The search results include a short description of each record that meet the search terms. To provide a more detailed description, you can add a link from your Record Search part to a page that contains a Record Display part. For more information, see Record Display.

Design Record Search

  1. On the Design tab, under General options, select the relevant query. The output fields from the selected query are used as search filters on the record search form.
  2. ”Screenshot of Design record search page”

  3. In the Results per page field, select the number of results to display on the page. If the search returns more results than the number entered, the results display on additional pages.
  4. Tick Search when page loads to automatically search and display all results when the page loads.
  5. Under Search filters, move fields from the Available box to the boxes on the right.
    • The ‘Shared search field for multiple filters’ option creates a single keyword search field for multiple filters. For example, you include the public name and description as filter fields. Users can enter keywords in a search field and BBIS will return any public names or descriptions that match the keywords. For fields where users select from finite lists such as code table entries, it may be better to use the Unique search fields for each filter option.
    • The ‘Unique search fields for each filter’ option creates multiple search fields to provide precise search results for each filter. This is most useful for fields where users select from finite lists such as code table entries. For example, if you include the record’s purpose category and tags, users can select from the available categories and tags.
  6. Under Record summary, design the search results display and format as required, using the editor. Use merge fields to include information about records included in the results. Refer to steps 4 and 5 in [ Design Record Display] for further instructions.
  7. Select other tabs to make further edits/updates as required, then click Save.

Search

To use a Search part, you must have Microsoft Full-Text Search on your web server. If you do not, the part does not appear in Parts. This part can search other parts: Formatted Text and Images, Formatted Text and Images (Secured), Discussion Group, Event Calendar Job Board, and Weblogs.

UsefulInfo.jpg Note: You can select to install Full-Text Search when you install SQL Server. For general information about Full-Text Search, see your SQL Server documentation.

When you add a Search part to your web page, a field name, text box, and search button appear on the page for site users to search for information on your website. Results appear below the Search part similar to Google. The first line is a hyperlink to the web page. The next several lines provide a preview of the text that contains the word or phrase a user searched on. Words or phrases used in the search appear in bold.

UsefulInfo.jpg Note: The primary difference between the Quick Search and Search parts is how results appear on your site.

With the Quick Search part, you select a web page for results to appear on. With the Search part, results appear automatically below your Search part. You can add a Quick Search part to a web page template; however, we recommend you not add a Search part to a template.

The parts available for a search are indexed by part. For example, a Formatted Text and Images part contains ‘boy’. On the same page, a Discussion Group part contains ‘scout’. If a user enters ‘boy scout’ in the search field, results do not appear because the same part does not contain both the words.

ImportantInfo.jpg Important: When the Search part performs a search, it includes all pages on your website that contain a searchable part. Therefore, the potential exists for search results to return unfinished web pages. To prevent this, establish security to restrict the users who can view unfinished pages.
UsefulInfo.jpg Note: When a user searches for a word or term on your website, search results include pages only. Searches do not include templates or the parts on templates.


The Search functionality uses ‘stem’ search. When a user enters a word in the search field, the search results include the word plus its plurals and verb tenses. For example, if a user searches for ‘run’, the search results return parts that contain the words ‘run’, ‘ran’, and ‘running’. The search also accepts certain operators and wildcards in the search text box, such as asterisks, quotation marks, and minus signs.


”Operator descriptions”


ImportantInfo.jpg Important: When you search for a phrase and do not use quotation marks, you may not receive any results. For example, ‘Become a Member Now’ returns results, while Become a Member Now does not. This issue is due to a SQL Server setting that specifies how SQL handles searches that contain ‘noise’ words.).

To fix the issue, run this SQL:

sp_configure 'show advanced options', 1

RECONFIGURE

GO

sp_configure 'transform noise words', 1

RECONFIGURE

GO


When a site visitor performs a search through the Search part, security is upheld. For example, a web page contains the Formatted Text and Images part with the phrase ‘Board Member Personal Addresses’. Only users in the Board Member role with the applicable task rights can access this page. When other users search for ‘board member + addresses’, the page is not returned.

For information about security, see the Blackbaud Users & Security Guide.

Design Search

  1. On the Design tab, enter a title for your Search part. This title appears on your site.
  2. In the Description field, enter additional text to appear for users to read, such as ‘Search Job Postings’.
  3. In the Search button text field, enter the text to appear on your search button, such as ‘Search’.
  4. If you do not enter text for the button, it does not appear on your site. To process search results, site users would need to press [Enter] after they enter the search text

  5. If you host multiple websites, the Select the sites to search section appears. Choose the sites to search with this part.
  6. UsefulInfo.jpg ' Tip: For more information about multiple websites, see the Blackbaud BBIS Administration Guide.
    • To return results from all of your sites, select All sites.
    • To only return results for the site the user is on, select Current site.
    • To select specific sites to search, select Specify sites. A list of your sites appears. Click on each site you wish to include.
  7. Select other tabs to make further edits/updates as required, then click Save.

Slideshow

To include a slideshow presentation of graphics on your website, you can create a Slideshow part. The slideshow can present graphics in a specified or random order. You can add navigation buttons so website users can start and stop the slideshow and move forward and backward between pictures. If the image has an assigned caption, it appears below the image and above the navigation buttons.

Design Slideshow

  1. On the Design tab, under Slideshow options, select the required display options.
  2. ”Screenshot of design slideshow page”

  3. To display images in the slideshow in random order, tick Random display order.
  4. To include navigation buttons below the slideshow, tick Show navigation buttons.
  5. Available navigation buttons are: Play, Pause, Forward, Back and Stop.

  6. To display captions with the images in the slideshow, tick Show image caption.
  7. To enter the maximum dimensions for an image in your slideshow, tick Fixed width and height for all images and enter the number of pixels. This setting defines the height and width of the boundary that contains the image but does not directly alter the size of the images.
  8. An image’s number of pixels cannot exceed the number you enter in this field. For example, if you have an image that is 200 pixels and set this boundary to 500 pixels, the image cannot increase to 500 pixels.

    Conversely, if you have an image that is 500 pixels and set the height/width size to 200, the image shrinks to fit that boundary.

    UsefulInfo.jpg Note: There is no limit to the number of photos you can include in a slideshow.
  9. In the Slide display interval (seconds) field, enter the number of seconds to display an image before the next image in the slideshow appears. The default amount is five seconds.
  10. Under Add images, click Add image. The Select Image From Image Library dialogue box opens.
  11. To change the order or remove images in the slideshow, click the blue arrows or the red cross icons.
  12. Select other tabs to make further edits/updates as required, then click Save.

Suggested Content

With the Suggested Content part, you can create recommendations for website users to visit other areas of your website. For example, you can use the part to direct users to articles or donation forms that are related to the content on the pages they visit. The part displays short summaries about suggested content and links to the pages with the content.

The Suggested Content part uses tags and user interests to determine the content that it recommends. When you create parts for your website, you associate tags and users interests with them and select whether to make the parts eligible for Suggested Content parts. Then when you create a Suggested Content part, you select the tags and users interests to use to generate recommendations. If you assign tags to designation records in DARS, you can also use this part to suggest designations to users.

UsefulInfo.jpg Note: For the Suggested Content part to be effective, you must associate tags and user interests with the parts on your website. If you do not maintain these tags and user interests, the Suggested Content part cannot recommend the most relevant content or keep recommendations up to date. To associate tags and user interests with parts, use the Tags tab.

When a user visits a page that includes a Suggested Content part, it recommends other parts that most closely match its tags and user interests. As you update the content on your website, the part automatically updates its recommendations to reflect the changes. For example, when you add new parts or edit the tags and interests associated with existing parts, the Suggested Content part updates its suggestions to take these changes into account.

To determine the content to recommend, the Suggested Content part assigns point values to the tags and user interests that it includes. It then assigns point values to all parts on the website that are eligible for the Suggested Content part. When the Suggested Content part creates its recommendations, it selects randomly from all eligible parts but emphasises the parts with the most points. This allows the part to avoid recommending the same content repeatedly and still focus on the most relevant content. After the part selects the parts to recommend, it organises the items to display the most recently edited or created first.

To assign point values, the Suggested Content part performs several calculations.

  • For tags associated with the Suggested Content part, the part assigns points based on user history. When website users visit your website, BBIS tracks the content they view. For each part that a website user views, the Suggested Content part assigns points to the tags associated with that part. The number of points depends on how often and how recently the user viewed the part. For each view, tags receive five points, but this decreases to one point during the course of seven days.
  • For user interests associated with the Suggested Content part, the part assigns 20 points for each match to a user interest in a website user’s profile.
  • For parts that are eligible for the Suggested Content part, the part adds the points from all the tags and user interests associated with the parts and then subtracts points for each time a user viewed the parts. The number of points it subtracts depends on how recently the user viewed the part. For a recent view, the part subtracts 25 points, but this decreases to 5 points during the course of seven days.

Design Suggested Content

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. On the Design tab, in the Types of content to suggest field, select the source for content. If you select ‘Parts’, BBIS creates recommendations for parts based on their associated tags. If you select ‘Designations’ BBIS creates recommendations for designations based on tags associated to designation records in DARS.
  2. ”Screenshot of Design suggested content page”


  3. If you selected ‘Designations’ as the content type, under Designation summaries, design the suggested content display and format as required, using the editor.
  4. Use merge fields to include information about recommended designations. The text box includes the Public Name, Purpose Description, and Designation Tags List merge fields by default. If you need other merge fields, click Advanced Merge Fields to select additional field groups.

    UsefulInfo.jpg -
  5. Under Layout options, in the Number of items to display field, select how many suggestions to display. You can recommend up to 30 items.
  6. In the Orientation field, select whether to display suggestions in a horizontal or vertical list.
  7. Under Tags to include, select the tags and interests to include in the suggested content. By default, the part includes all eligible tags and interests.
  8. UsefulInfo.jpg -
    • To remove a tag or interest, click the red cross. To remove all tags and interests, click Remove all.
    • Removed tags or interests appear under Exclude. To add a tag or interest back to the part, click on it. To return all tags and interests, click Include all.
    UsefulInfo.jpg Note: Tags are keywords or phrases that describe the content on parts and allow you to link to similar content.

    User interests are attributes associated with constituent records. For the Suggested Content part to be effective, you must associate tags and user interests with parts throughout your website. If you do not maintain these tags and user interests, the part cannot recommend the most relevant content or keep its suggestions up to date. For more information, see Tags Tab and User Interests Form.

  9. Select other tabs to make further edits/updates as required, then click Save.

Survey

With the Survey part, you can create surveys to learn more about your website users. After users submit responses, you can view a summary of responses, view response details, clear responses, and refresh the survey results on the bottom of the Design tab.

If website users are logged in to your website, you can download their survey responses to constituent records in DARS. To access survey responses from the constituent records, click Surveys under More information in the Explorer bar. The Surveys page appears, and you can view all surveys completed and the survey responses for each one.

For more information about how to download survey transactions, see the Blackbaud Web Transactions Guide.

You can add several types of survey questions in multiple formats:

  • Select ‘Choice - One Answer (Vertical)’ to ask a question that allows respondents to select an answer from a vertical list. To allow respondents to enter an answer that is not provided, you can add an Other selection.
  • Select ‘Choice - One Answer (Horizontal)’ to ask a question that allows respondents to select an answer from a horizontal list.
  • Select ‘Choice - One Answer (Dropdown)’ to ask a question that allows respondents to select one answer from a drop-down list. To allow respondents to enter an answer that is not provided, you can add an Other selection.
  • Select ‘Matrix - Multiple Answers (Vertical)’ to ask a question that allows respondents to select multiple answers from the vertical list. To allow respondents to enter an answer that is not provided, you can add an Other selection.
  • Select ‘Matrix - Multiple Answers (Horizontal)’ to ask a question that allows respondents to select multiple answers from a horizontal list.
  • Select ‘Matrix - One Answer Per Row’ to ask a question and arrange possible answers in columns. The respondent can select one answer per row.
  • Select ‘Matrix - Multiple Answers Per Row’ to ask a question with possible answers arranged in columns. The respondent can select multiple answers per row.
  • Select ‘Matrix - Multiple Answers Per Row (Dropdown)’ to ask a question with possible answers arranged in columns. The respondent can select multiple drop-down answers per row.
  • Select ‘Open-ended - One Answer’ to ask a question that allows one text answer no longer than a single field. You can define the maximum number of characters a respondent can use in his answer.
  • Select ‘Open-ended - Multiple Answers’ to ask a question that allows multiple text answers no longer than a single field. You can define the maximum number of characters a respondent can use in his answer.
  • Select ‘Open-ended - Essay’ to ask a question that allows a text answer longer than a single field. You can define the maximum number of characters a respondent can use in his answer.
  • Select ‘Open-ended - Constant Sum’ to ask a question that requires a numerical answer. You can define an amount all answers must total.
  • Select ‘Open-ended - Date’ to ask a question that requires a date as an answer. The respondent can enter the date in the field or click the calendar button to select the date.
  • Select ‘Presentation - Text’ to add text to the survey, such as a message to thank the respondent for taking the survey.
  • Select ‘Presentation - Image’ to add an image with text to the survey. The text can describe the image, or you can leave the text box blank and add questions that refer back to the image.
  • Select ‘Presentation - Page Break’ to add a page break between survey questions.

Design Survey

On the Design tab, under Survey status, select the survey’s current status.

”Screenshot of survey design page”

  • Select Test Mode to test the survey. BBIS does not record survey responses entered during Test mode.
  • Select Open to allow respondents to take the survey.
  • Select Closed to close the survey. If you tick Allow users to view results, a Show Survey Results button appears instead of questions.
  1. Enter a title to appear on your web page for your survey.
  2. In the Subtitle field, enter additional text about the survey for website users to read.
  3. Enter the Submit button, Next button, and Previous button text to appear for these navigation buttons, or use the default values.
  4. In the On submit message box, enter a message that appears when the user clicks Submit.
  5. In the Survey closed message box, enter a message to appear to notify users when the survey is closed.
  6. To add a Display Results button after the user submits the survey response, tick Allow users to view results.
  7. To add a question click New question under Survey questions. The Add Survey Question dialogue box opens.
  8. ”Screenshot of add survey question window”


    UsefulInfo.jpg Note: When you select a question type, a sample appears under Sample.
  9. Select the type of question to add. The options that appear in the Question and Answers frames depend on the selected question type. See previous section for a list of available question types.
  10. UsefulInfo.jpg Note: After a user submits a response, you cannot edit questions for a survey.
  11. Enter the question to ask.
  12. To not have the survey questions automatically numbered, tick Skip auto numbering.
  13. To require respondents to answer the question before they can submit the survey or move to the next page of a multi-page survey, tick Answer required.
  14. Under Answers, enter all possible answers on separate lines. For each answer, enter the answer text and press [Enter].
  15. To display answers in random order, tick Display in random order.
    • If you select a choice question type, Other appears. To add ‘Other’ as an answer choice with a text field for respondents to enter their response, tick the checkbox and, in the Limit Answers to [ ] characters field, enter the maximum number of characters a respondent can enter in his answer.
    • If you select an open-ended question type, in the Limit answers to [ ] characters field, enter the maximum number of characters a respondent can enter in his answer.
    • If you select a matrix question type, the Answer columns section appears below the Answers section. Enter answer column names on separate lines.
    • If you select a ‘Matrix - Multiple Answers per Row (Dropdown)’ question type, in the Number of columns field, select the number of columns to appear. In the Heading fields, enter a heading for each column. In the Choices box, enter answer choices for each column on separate lines.
    • If you select a ‘Presentation - Text’ question type, in the Text box, enter the text to appear.
    • If you select a ‘Presentation - Image’ question type, in the Question box, enter the text to appear.

    To insert an image, click Add image. The Select Image from Image Library dialogue box opens.

  16. Click Ok. You return to the Edit Part screen and the new question appears at the bottom of the screen.
  17. To re-order, edit or delete the questions, use the blue arrows,Edit or Delete buttons.
  18. To generate a print preview of the survey, click Print Preview.
  19. UsefulInfo.jpg Note: Users with create and edit rights or Supervisor rights can print survey results to a PDF or export them to a .csv file when accessing the survey part on a page.
  20. To export results into a .csv file, click Export results.
  21. UsefulInfo.jpg Note: After you receive responses to the survey, the View response details, Clear responses, and Refresh results buttons appear beside Print preview and Export results. See next section.
  22. Select other tabs to make further edits/updates as required, then click Save.

Survey Response Data

After you receive responses to the survey, response data appears under Survey questions on the Design tab of the Survey part. For example, you can view the number of questions in your survey, the page count for the survey, and the number of survey responses. Also, the tab displays each question and calculates information about the responses such as the percentage or respondents for a question.


”Sample survey screenshot”


  • To view the details for every response to the survey, click View response details. The Survey Response Details screen opens and includes details about each the respondent and the answers to the survey questions.
  • After you close a survey and report on its results, you can click Clear responses on the survey part to remove the responses from respondent records. Also, you cannot edit survey questions after a user submits a response. If you need to edit the questions but have already downloaded a response, you can click Clear responses to make the questions editable. When you click Clear responses, a message appears to make sure you want to delete them. Also, an additional transaction appears in the responses count on the Web Transactions page and is included in the total download count after you process the transactions. Survey responses do not clear from records until you process this transaction, but you can edit survey questions immediately after you click Clear responses.
  • To make sure you have the latest response data from your website, click Refresh results.

Tag Display

With the Tag Display part, you include words or phrases related to a page’s content as hyperlinks on the page so users can quickly access similar content on your website. You can also display all tags in use in BBIS so users can navigate to areas of your site. When a user clicks a tag, a search results page appears. The search results include all pages with the selected tag. Users can also search for tags. Enter ‘tag:’ followed by the exact tag name in a Search field to view all pages that contain a matching tag.

When you include a tag display, you provide website users a more precise way to locate information because you assign tags to only relevant parts. For example, you add the tag ‘Tournament’ to Oxford Event Registration parts you create for different golf tournaments your organisation hosts. When a user views a page with this tag and clicks the Tournament link, the search results include links to all pages that contain a part with the ‘Tournament’ tag. If a user entered ‘Tournament’ in a Search field, the search results may include pages that contain the word ‘Tournament’ but are not directly related to your organisation’s events.

You can create and apply tags to parts from the Tags tab on the Edit Part screen. When you build a page, each part you add may contain its own list of tags. From the Edit Part screen, you can choose to display only the tags assigned to the parts on the page or all tags used on your site.

Design Tag Display

The tag display is linked to a search results page, so you must create this page before you add a Tag Display part.

  1. On the Design tab, click in the results page field to select the page to display search results on.
  2. UsefulInfo.jpg Note: Only pages you added a Search part to appear on the Select a Page screen. The page grid does not include pages based on templates that contain a Search part


  3. Select the tags to include in the tag display.
    • To display only tags defined for parts on the page, select Display tags for parts on the current page. When you add this part to a page, only tags assigned to other parts on the page appear.
    • To display all tags in use, select Display all tags in the system. You can use this option to create a tag display that includes all tags on your website. This provides another layer of navigation because users can navigate your site based on types of content.
    UsefulInfo.jpg Note: By default, the tag display appears with a ‘Tags:’ header and a comma separates each entry in the list. You can edit this heading and delimiter from the Language Tab.
    UsefulInfo.jpg Note: Each display option has a default format. If you select Display tags for parts on the current page, when you add the part to a web page, the tag display appears as a horizontal line of text with each entry separated by a comma. If you select Display all tags in the system the tags appear as a vertical list, with each entry on a separate line. To change the appearance and orientation of the tag display, you can apply custom styles to tag elements for the appropriate Style Sheet.
  4. Select other tabs to make further edits/updates as required, then click Save.

Targeted Content

With a Targeted Content part, you can target information or features on a web page to different users based on roles or the individual user. For example, you may want Major Donors to see a donation form designed specifically for them, but you want all other users see the standard donation form. Use a Targeted Content part to attach both donation forms on the same web page. When a major donor accesses the page, the first donation form appears. When other users access the page, the second donation form appears.

Design Targeted Content

  1. On the Design tab, create a part or add an existing part.
    • To create a part to appear on the web page for a targeted audience, click Add new part. The New Part dialogue box opens. Once created, click Save. You return to the Design tab.
    • To select an existing part for a targeted audience, click Add existing part. The Select a Part dialogue box opens.

    ”Screenshot of design page for targeted content”

  2. Select the part for the targeted audience, such as ‘Major Donor Donation Form’ and click Select. You return to the Design tab.
  3. The Targeted Roles and Users column displays the roles and users associated with the added part. This determines who sees the targeted content on the web page with the Targeted Content part.
  4. To display a complete list of roles and users associated with a part, hover over the row in the Targeted Roles and Users column.

    UsefulInfo.jpg Note: The first part in the list appears first on the web page for the roles and users associated with the part. For example, the Major Donor Donation Form has view rights for the Major Givers role. When users in this role log into the website and access the donation page, they see a form designed specifically for them that other user roles do not see.
  5. Create additional parts or include existing parts as necessary for the targeted content. You can include as many parts as you want. For example, you can include the ‘Healthcare Donation Form’ for users in the healthcare profession and the ‘Simple Donation Form’ for the rest of your donors.
  6. UsefulInfo.jpg Note: When a user accesses a page with a Targeted Content part, the first part in the list that includes that user or the user’s role appears. For example, Mark Adamson is a member of the Board Members role. When he accesses the donation page, he does not view the Major Donor Donation Form or Healthcare Donation Form parts because those parts are not associated with the Board Members role. Mark views the Simple Donation Form part because he is a user in the Board Members role. If the users or user’s role is not included in any parts on the Targeted Content part, nothing appears in that area on the web page.
  7. On the Design tab, the first column displays three action buttons.
  8. To move a part in the list, click and drag the Move button.
  9. UsefulInfo.jpg Tip: If you move a part, remember that users with multiple roles see the first part in the list that is associated with one of their roles. For example, Renee Wilson is a major donor, cardiologist, and board member. When she accesses the donation page, she views the Major Donor Donation Form because that part is listed before the other parts on the Design tab.
  10. To edit a part, click Edit. For example, to add a role to view the targeted content, click this button to access the Targeting & Security tab for the part. For information about users and roles, see the Blackbaud Users & Security Guide.
  11. To remove a part from the Targeted Content part, click the red cross.
  12. UsefulInfo.jpg Tip: If a part in the list appears in red with a strikethrough, it never appears on a web page because all roles and users are included in previous parts in the list. This occurs if you include the Everyone role, which includes all users, in a part that is not last in the list for the targeted content.
  13. Select other tabs to make further edits/updates as required, then click Save.

Targeted Content On a Web Page

In Pages & templates, when you include a Targeted Content part on a web page, the part appears with Page part and Edit part buttons.

To edit the Targeted Content part, click Settings. To edit a part included in the Targeted Content part, click Edit.

When a user accesses a page with a Targeted Content part, the first part in the list that includes that user’s role appears.

Transaction Manager

With the Transaction Manager part, you can create and display a giving history for donors. When a website user logs in to your website, the Transaction Manager part uses the user’s login information to filter his donor information and display it as a customised giving history. With this part, users can view their offline and online gifts, as well as any pending online transactions that have not been processed.

On the website, the Transaction Manager part displays the user’s giving history on two tabs.

”Screenshot of transaction manager screen”

The Active tab displays current recurring gifts, pledges, event registration fees. The History tab displays all gifts the user made to the organisation for the selected time period or designation.

Users can also select how transactions are grouped in the grid. For example, they can group by date or payment method.

On the Transaction Manager part’s Edit Part screen, you select the gifts to include in the giving history. You can include all gifts, filter gifts by gift type or purpose, or use an offline gift query to filter gifts. The giving history includes a donor’s original gift, but it does not include any matching gift from the donor’s employer. In addition to your filtering criteria, you can select whether to include recognition credits, also called soft credits, and pending online transactions in the giving history. When you include pending gifts, the gifts appear regardless of any filtering criteria you apply.

You can also choose whether to allow website users to make payments from the giving history toward outstanding pledges. This option is available for donors who select the Pledge (Bill Me Later) payment method or donors for whom you enter a pledge offline. If you allow pledge payments and the pledge will be paid in instalments, a Pay link appears in the Amount column with the pledge entry on the Active and History tabs. The user clicks this link to view a donation form for the pledge and make a payment online. The Pay link also appears for unpaid event registration fees. For recurring donations, links appear so users can make payments, edit payments, edit payment details, or make additional donations for sponsorships.

UsefulInfo.jpg Tip: The Pay link does not appear if a pledge instalment or recurring gift is pending, if the total pledge balance is zero, or if the donor submitted credit card or direct debit payment information at the time the pledge was created.
UsefulInfo.jpg Note: Pledges and pledge payments appear as separate entries on the History tab. From a pledge entry, you can view the remaining balance and the most recent payment. From a pledge payment entry, you can view the date, amount, and balance of the pledge. However, pledge payments include pledge information only when the pledge appears in the giving history. If you filter gifts and exclude a pledge, payments do not include information about the pledge. For example, you can use a gift query to exclude gifts before a certain date. If a pledge is made before that date, the giving history shows subsequent pledge payments but not the pledge details.


If you allow donors to edit recurring gift information, links appear on both the Active and History tabs of the customised giving history. The settings you select from the Recurring gift details section determine if donors can change the gift amount and payment schedule, as well as make changes to the credit card or direct debit account associated with the recurring gift.

To customise the appearance and content of the giving history, you can select the columns to display for the donor, edit column headings, and add or remove columns. You can also add a gift summary section.

Design Transaction Manager

  1. On the Design tab, in the Results per page field select how many gifts to include on each page of the giving history.
  2. ”Screenshot of design transaction manager screen”


  3. Under Choose the gifts to display, select the gifts to include in the giving history.
    • To include all gifts, select All gifts.
    • To filter the gifts on the Transaction Manager part, select Custom filtering criteria.

    To select the gift types, designations, or appeals to include in the giving history, click Search.

    • To use a revenue query from DARS to filter gifts, select Revenue query.

    To select a query, click Search.

  4. To include recognition credits, tick Include revenue recognition.
  5. To include pending transactions from your website, tick Include pending online transactions.
  6. UsefulInfo.jpg Note: For pending online transactions, only the gift amount, payment method, and gift date appear in the giving history. Other details do not appear until you process gifts.
  7. To include unpaid event registration fees, tick Include unpaid event registrations. When you select this option, the Configure event fee payment field appears further down the screen.
  8. Under Choose the columns to display, select the columns to include in the giving history.
    • To display the default Date, Gift Type, Designation, Amount, and Gift Aid Amount columns, select Default.
    UsefulInfo.jpg Note: The Gift Type column includes pending transactions. To avoid redundancy, you can exclude the Pending column if you include the Gift Type column.
    • To include specific columns, select Custom.
  9. Click Add column and select each column to include in the giving history. To edit a column, click the column title in the list that appears. You can reposition the column or delete it from the giving history.
  10. UsefulInfo.jpg Note: An Export button appears on the web page so a user can export his active gifts and his giving history. The columns you select to display from this option are the columns that appear in the export output.
  11. Under Choose the summary information to display, tick Include gift totals section to include a summary section that displays gift totals.
  12. Additional options appear so you can select the columns to include in the summary section.

    ”Screenshot of gift totals options”

    UsefulInfo.jpg Tip: The Include recognition credits total and Include donation amount total checkboxes appear when you select Include revenue recognition under Choose the gifts to display.
  13. To allow website users to make payments against outstanding pledges, under Configure pledge payment, select the web page that contains the donation form to use for pledge payments.
  14. ImportantInfo.jpg Important: You must select a donation form that includes credit card or direct debit payments. You should not select a donation form that requires only the Pledge (Bill me later) payment method because website users cannot pay a pledge with another pledge.


  15. To allow website users to pay event registration fees from the transaction manager, under Configure event fee payment, select the page that contains a Payment 2.0 part to use for event fees. This option appears only if you selected the Include unpaid event registrations option under Choose the gifts to display.
  16. To allow website users to make recurring gift payments from the transaction manager, under Configure recurring gift payment, select the page that contains the donation form to use for recurring gifts.
  17. Under Recurring gift updates, select the gifts and gift details a donor can update online.
    • To include all recurring gifts, select All gifts.
    • To limit the recurring gifts a donor can update, select Custom filtering criteria.

    To select the designations or appeals to include in the giving history, click Search.

    • To use an offline revenue query to filter gifts, select Revenue query.

    To select a query, click Search.

  18. To allow donors to update the amount of the recurring gift, tick Allow amount updates. Enter the minimum gift amount to accept when a donor changes the original gift amount. Enter ‘0’ or leave this field blank to allow donors to enter any amount.
  19. UsefulInfo.jpg Note: When you select Allow amount updates or Allow frequency updates, an Edit Gift Details link appears under the recurring gift entry on the donor’s giving history.


  20. To allow the donor to determine the frequency of the updated recurring gift, tick Allow frequency updates.
    • If you select General, donors can determine the schedule for the recurring gift payment.
    UsefulInfo.jpg Note: If you previously allowed donors to create payment schedules for recurring gifts, you may want to select the General option so donors may continue to customise their schedules. If you define multiple payment schedules for donors to select from, they will not have this flexibility.
    • Select Specific to define recurring gift schedules for donors to select from. You can select ‘Weekly’, ‘Monthly’, or ‘Annually’ as the frequency. In the On field, select a day or date donors can choose to schedule the gift. To make this frequency update available to donors, click Add Frequency.
    UsefulInfo.jpg Note: To add multiple frequency options to the donation form, enter each custom schedule and click Add Frequency to add the new schedule to the list.


    • Tick Allow start date changes to allow a donor to update the start date of existing recurring gifts that have not commenced.
    • Tick Allow ending date changes to allow a donor to enter the ending date of existing recurring gifts.
  21. To allow donors to update credit card or direct debit account information, tick Allow payment updates.
  22. UsefulInfo.jpg Note: When you select Allow payment updates, an Edit Payment Method link appears under the recurring gift entry on the donor’s giving history.
  23. Select other tabs to make further edits/updates as required, then click Save.

Unformatted Text

Use the Unformatted Text part to embed HTML text or scripts on a page. For example, you can paste in the embed code provided by YouTube to display a video. You can also use this part to enable Google Analytics Ecommerce tracking features.

For more information about how to configure BBIS to use Google Analytics, see the Blackbaud BBIS Administration Guide.

ImportantInfo.jpg Important: Code and scripts that you include in this part are beyond of the scope of the DARS Support Centre or Blackbaud Support.

Design Unformatted Text

  1. On the Design tab, enter the HTML code or script in the box.
  2. To select additional options for the code, tickShow advanced options.
  3. In the Placement in HTML field, select where to place the code in the page’s HTML. You can place it in the <head> tag, in the <body> tag with the part, or at the end of the <body> tag, according to where you place this part on the page.
  4. Select other tabs to make further edits/updates as required, then click Save.
ImportantInfo.jpg Important: Code and scripts that you include in this part are beyond of the scope of the DARS Support Centre or Blackbaud Support.

User Email Preferences Form (Deprecated)

ImportantInfo.jpg Important: The User Email Preferences Form has been replaced with the more powerful Communications Preferences Form. This part type appears in Parts only if you have saved User Email Preferences Form parts.

While the deprecated part continues to operate for backwards compatibility on your website, you can no longer create or copy User Email Preferences Form parts. The Communications Preferences Form in Forms includes all the functionality of the User Email Preferences Form part with enhancements. For example, website users view all communication preferences for your organisation on the same page. In addition, you do not have to process data from the form to DARS. When a website user submits a communication preference, the data defaults directly on the constituent record. To display the form on a web page, you must include it on a Form part.

If your organisation uses Newsletters, users can subscribe or unsubscribe to newsletters from the User Email Preferences Form. They can also use this form to subscribe or unsubscribe to emails from Chapter Manager parts and notifications. Web pages with the User Email Preferences Form allow nonmembers and members who are not logged in to click a link and update their subscription preferences.

The User Email Preferences Form appears when users access it from links in email, regardless of whether they are logged in. However, if users access the form through the website, it only appears when they are logged in.

ImportantInfo.jpg Important: In each email you send, you must include a link to the page of your website that contains this form.

The User Email Preferences Form includes opt-out sections for users to subscribe or unsubscribe to individual newsletters, notifications, and Chapter Manager email. Users select checkboxes to subscribe to these email subscriptions, and they clear the checkboxes to opt out of subscriptions. For example, if the form's newsletters section includes five newsletters, a user can select two checkboxes to subscribe to those newsletters and clear the other three checkboxes to opt out of those newsletters.

A global opt-out checkbox also appears on the form to allow website users to opt out of all email communications. For users who selects this global opt-out checkbox, DARS adds the ‘Do not email’ message on constituent records when it processes user profile updates.

To have at least one web page where users can subscribe or unsubscribe from newsletters, you must allow the Everyone user role view rights for at least one User Email Preferences Form you create. You can also create other User Email Preferences Form parts that do not have Everyone security set and require a login, but you must set at least one part for everyone.

UsefulInfo.jpg Note: Subscriptions derive from newsletters. The website sends subscription email to all constituents on the assigned lists, plus additional subscribers and minus explicit unsubscribers and users with the ‘Do not email’ message in their user profile. BBIS prevents a duplicate email to the same record in DARS. It does not prevent duplicate emails when the DARS query contains duplicate records or when two records have the same email address.

Design User Email Preferences Form

UsefulInfo.jpg Note: The User Email Preferences Form Part is not available in BBIS v3.0, however this section is included for completeness.


  1. On the Design tab, enter a title to appear on the web page for email preferences.
  2. In the After update navigate to field, browse to the page to appear after website users update their subscription information.
  3. If you do not select a page, the page selected as the Home Page on the Settings tab in Sites & settings appears for the website user.

  4. Under Titles, enter the text to appear on your website in the title bar of your opt-out section for email.
    • In the Chapter email list title field, enter the text to appear for chapter email, such as ‘Chapter List Subscriptions’.
    • In the Email list title field, enter the text to appear for regular email.

    BBIS automatically configures email lists under the opt-out section. BBIS groups ‘Chapter Manager part name - Chapter name List’ for the list. For example, ‘Alumni Chapter Manager - San Diego List’ is the Chapter Manager part named (Alumni Chapter Manager) - Chapter name (San Diego) List.

    • In the Notifications title field, enter the text to appear for a notification email.
  5. Under Opt-out checkbox, customise the instructions that appear for the opt-out section of the User Email Preferences form. In the Opt-out checkbox label field, enter the text to appear for the global optout checkbox on the website, such as ‘To no longer receive email from us, select the checkbox’.
  6. For verification purposes, if a user selects to opt out of a newsletter, the user is asked to enter his or her email address. If the email address is not registered with BBIS, the user cannot opt out of the newsletter.

    UsefulInfo.jpg Note: Even when a user selects the global opt-out checkbox on the website, he or she continues to receive requested notifications and acknowledgement emails.
  7. Under Subscriptions, customise instructions that appear for the subscriptions section of the User Email Preferences form. In the Subscribe instructions field, enter the text to appear for the subscription checkboxes for the multiple newsletters on the website.
  8. To customise additional messages that appear for the part, select the Language tab.
  9. Select other tabs to make further edits/updates as required, then click Save.

User Interests Form

With the User Interest Form part, you can create a web page that captures a website user’s interests. You can download the information that website users select on the User Interests Form. You can use this information to raise funds and create awareness for your organisation. For example, if many website users select Wine Tasting on your User Interests Form, you can host a wine-tasting event in your community.

Design User Interests Form

”Screenshot of user interests design page page”

  1. On the Design tab, enter a title to identify the User Interests Form part.
  2. Enter the help message text to appear on the website page, such as to provide instructions for site users.
  3. Under Interests to include, select the interests website users can choose from on the User Interests Form.
  4. Select other tabs to make further edits/updates as required, then click Save.

User Link Module

With the User Link Module part, you can display user networking tasks on personal pages and profile displays. This allows you to expand the reach of your user networking site and allows members to create relationships with other website users, creating an active online community.

To include user networking tasks on a personal page, place the User Link Module part on the page with the Personal Page Elements. When user networking members create personal pages, the User Link Module part displays a list of user networking tasks on their pages. These tasks allow other website users who visit the pages to send messages to the page owners, add them as friends, and perform other user networking tasks.

To include user networking tasks on a profile display, place the User Link Module part on the page with a Profile Display part that links to a Directory part. When a website user selects user a profile from your directory, the User Link Module part displays a list of user networking tasks if the profile subject is a user networking members.

The User Link Module part displays the list of user networking tasks to all website users. However, the tasks that appear depend on the user’s role on the user networking site. The User Link Module part only displays tasks that the user has the authority to perform. For example, if a personal page includes the User Link module part and a user networking member visits the page, the list includes only tasks for members. However, if a user networking group owner visits the same page, the list includes tasks for members and for group owners. For website users who are not user networking members, the list includes the tasks for members, but when users click tasks, they are prompted to join the user networking site. For anonymous users, the list also includes the tasks for members, but when users click tasks, they are redirected to a login page. If they are not already user networking members, they are prompted to join the user networking site.

UsefulInfo.jpg Note: While all website users can view user networking tasks, the User Link Module only displays these tasks if the personal page owner or profile display subject are user networking members. If a website user who is not a user networking member creates a personal page, user networking tasks do not appear on the personal page. The User Link Module allows website users who visit the personal page to interact with page owners through your user networking site. Users cannot interact with page owners who are not user networking members, so the tasks do not appear.

Before you can create a User Link Module part and add it to a page, you must create the User Networking Manager part. For information see the Blackbaud User Network Guide.

Design User Link Module

  1. On the Design tab, select the web page that contains the User Networking manager part.
  2. ”Screenshot of user link design page”


  3. In the Orientation field, select whether to display the links vertically or horizontally.
  4. Under Link options, select the user networking tasks to include on the User Link Module part. The tasks link website users to various sections of the user networking site.
  5. UsefulInfo.jpg Note: Only include tasks that you want website users to perform from personal pages or profile displays that include the User Link Module part. When you select a task, website users can access the task from those pages. However, tasks only appear if the website users have rights to perform the tasks on the user networking site.
  6. Select other tabs to make further edits/updates as required, then click Save.

User Login

To control the areas users can access on your website, create a User Login part. When a user logs in, the user login determines the roles that the user belongs to and the features that the user has security rights to access.

You can create separate login parts for any subsites you create. For example, you may have a subsite for chapters or schools.

From the part, you can also enable social media to allow new users to register with their social network login.

When you use the social media login option, you can indicate where to display the social media icons on login forms.

You can add forms for new user registrations and forgotten logins. You can also create emails to acknowledge registrations, provide forgotten usernames, and provide links to reset passwords.

Multiple users can use the same email address when they sign up for your site. This makes it easy for an entire family to sign up for a fundraiser or other event. If a family shares an email address and one user forgets a password or username, the reminder email contains all usernames associated with that email address. The password reset link connects to a page where the user can select the username that needs a new password.

UsefulInfo.jpg Note: When you have multiple websites, create multiple login pages to provide access to each site.

Design User Login

  1. On the Design tab, when you configure social media for third-party authentication with social networks such as Facebook and Twitter, Social website login appears with the Enable social website login checkbox. To enable social media options for the login, select the checkbox. Additional options appear.
  2. UsefulInfo.jpg Note: The Social website login option is not yet available in BBIS v3.0.

    ”Screenshot of social website logon page”


  3. Enter the sign in text to display for standard and social network login options.
  4. In the Social website sign in text field, enter the text to display above the social site icons.
  5. Under Display options, specify where to place the social site icons relative to the standard login fields.
  6. UsefulInfo.jpg Note: For more information about social media for third-party authentication, see the Blackbaud BBIS Administration Guide.
  7. Under Captions and properties, in the enabled column, select whether to include forms for new registrations or forgotten logins.
  8. ”Screenshot of captions and properties page”


    UsefulInfo.jpg Note: To change the caption for a form, select the Language tab.


    We recommend you clear New User Registration if you import records from DARS into the website. Imported users are registered automatically, so they do not need to register a second time with the User Login part. For information about how to import users, see the Blackbaud Users & Security Guide.

    UsefulInfo.jpg Note: After you create a login page with the User Login part, select it in the Member Login Page field in the Registration and Login Options frame on the Settings tab in Sites & settings. For more information, see the Blackbaud BBIS Administration Guide.
  9. Select a constituency to assign to users who use this form on your website.
  10. Under Navigation, select the web page to appear after users log in, log out, or register.
    • By default, the Login, Logout, and New user registration forms are set to the default home page you selected on the Settings tab in Sites & settings.
    • To clear the web page selected for a form, click the cross. If you do not select a page, users are directed to the page selected for the login form.
  11. Under Additional fields, select the biographical fields to include on the new user registration form.
  12. Tick the Include checkbox for each field to include on the form. To make a field required, tick the Required checkbox. When you select to include the Address block field, it is automatically required.
  13. Tick the Include checkbox for each attribute to include on the form. To make the attributes required, tick the Required checkbox.
  14. DARS provides these constituent attributes. To add a new attribute for your part, create it in DARS. For example, you can use a constituent attribute to track t-shirt sizes for participants. To track this information, create a t-shirt size attribute. If you know an attribute exists, but do not see it online, check the Settings tab in Sites & settings to verify the attribute is available.

  15. Under Role assignment, tick the checkbox under Member for each role to assign to users who sign up through this User Login part.
  16. To create a reminder email to send to members who click Forgotten Password/Username or Forgotten Password, click Forgotten password/username email. The Forgotten Password/Username Email opens in the HTML editor. You can use the default text provided or enter different text.
  17. UsefulInfo.jpg Note: When you include the Password Reset Link merge field in the reminder email, the field displays as a secure link that remains active for 24 hours. When a user clicks the link, a secure page appears to enter and confirm a new password.
  18. To create an email to send to new users after they register, click New User Registration Email. The New User Registration Email opens in the HTML editor. You can use the default text provided or enter different text. Use the merge fields to include the username, password, and other personalization.
  19. To create instructions to appear on the Login, New User Registration, and Forgot Password screens of the part, select the Helplets tab.
  20. To customise the messages and labels that appear for the part on your website, select the Language tab.
  21. Select other tabs to make further edits/updates as required, then click Save.

User Photos Form

To allow website users to post a picture on a profile web page, include a User Photos Form part on a page that also includes the Profile Display part. When a user uploads an image on the User Photos Form, the image appears along with the profile information for the user. When you include the User Photos Form part on a profile page that links to a Directory part, other website users view the image when they access profiles through the directory.

Images must be *.bmp, *.gif, *.ico, *.jpeg, *.jpg, or *.png files.

UsefulInfo.jpg Tip: On the Settings tab in Sites & settings, you can require approval for images. Under User Image Options, select Require approval for all images uploaded by users. When you include the User Photos Form part on a profile page and users upload images, you must approve the images in Image library for it to appear on your website. For more information, see the Blackbaud BBIS Administration Guide.

Design User Photos Form

”Screenshot ser photo’s design page”

  1. On the Design tab, select the Image tag to associate with images that users upload through the user photos form. Tags are keywords or phrases to identify an image’s content. For more information, see Tags Tab.
  2. Enter the default caption to display with images when users do not enter captions.
  3. In the Max height/width for thumbnails field, enter a size limit for the thumbnails that appear on profile pages.
  4. In the Max height/width for full-size image field, enter a size limit for how to display images when users click thumbnails. If you leave the field blank, no image appears when users click thumbnails on profile pages.
  5. In the After update navigate to field, browse to the page to direct users to after they select images on the user photos form.
  6. Select other tabs to make further edits/updates as required, then click Save.

Weblog

With the Weblog part, you can collect or share information on your website that pertains to your organisation. This can range from your organisation’s news to appeals sent to your alumni to links to other related websites.

Given the appropriate rights, your program users and website users can update the Weblog part.

Design Weblog

  1. On the Design tab, select a date format for the blog.
  2. ”Screenshot of weblog design page”


  3. Under RSS Publishing Properties:
  4. UsefulInfo.jpg Note: The Title field is optional. However, to save a weblog, you must either enter a title or enter description information in the Description field.
  5. Enter the title of your weblog, such as ‘Best Solicitation Practices for Fundraising’
  6. In the Description field, enter any additional information, such as ‘Check weekly for updates’.
  7. In the Link URL field, enter your website link that news readers such as NewsGator use to link to your site. This link should direct the website user to your weblog or a general information page about your organisation.
  8. To view the information you enter in this field, click XML for the weblog on your site. For the example, the XML information for your description reads ‘<description>Check often for weekly updates</description>‘. In addition, news readers use the weblog description information to provide general information about the contents of the weblog. For more information, see News Reader.

  9. In the Copyright field, enter a copyright notice for your weblog, if you have one.
  10. In the Editor’s Email field, enter your email address or the person who is responsible for the content of your weblog.
  11. To approve weblog posts before they appear on your site, tick Moderated.
  12. Under Image Properties, click the image icon. The Select Image From Image Library dialogue box opens. For more information, see Insert Image.
  13. To share valuable information from another website with your site users, in the Link URL field, enter the address of the website to link to the weblog.
  14. Under Security Rights, specify the roles with post and manage rights for the weblog.
  15. Tick the checkbox in the Post column to assign post rights to users and roles. This does not grant rights to edit or delete postings.
  16. Tick the checkbox in the Manage column to assign manage rights to users and roles. This grants rights to add, edit, and delete postings. If Moderated is selected, these users and roles can approve postings.
  17. To include additional users and roles, click Add users and roles. See Select Website Security Permissions under Targeting & Security Tab for more information.
  18. Select other tabs to make further edits/updates as required, then click Save.

Web Traffic Reports

Using the Report (Web Traffic) part, you can create reports with statistics about your website’s traffic.

ImportantInfo.jpg Important: To create a Web Traffic report, you must run Microsoft SQL Server Agent. If you are unsure whether you run this program, consult your system administrator.

You can add several types of Web Traffic reports:

  • The Site Usage Report displays the total number of hits each page on your website received and the percentage of total hits compared to other pages on your site. Web pages are hyperlinked so you can open them directly from the report.
  • The Page Rank Report is a small bar graph that displays the number of hits a page received and its overall rank compared to other pages on your website. You can place this graph on any page. We recommend you grant view rights to only to those who need to see the statistics.
  • The Page View Summary displays the total number of page views, the average number of page views, and the average number of page views per visit for all pages in the website. Website users can filter the report results by date range and group the results displayed in the bar graph by day, week, or month.
  • The Page Overview Report displays the total number of page visits and views for each page viewed. It also includes a bar graph that displays the total number of page visits and views for each page ID.

You can filter the report so it includes only pages with the top 10 number of views or visitors, the bottom 10 number of views or visitors, or all pages that had views or visitors. Web pages are hyperlinked so you can open them directly from the report.

  • The Visit Summary displays statistics for website visits during the specified period of time. The summary includes the total number of visits and average number of visits per day. It also includes the total length of time visitors spent on the website and the average visit length per visitor. To calculate the average visit length, BBIS divides the total length of time of all the visits by the total number of sessions (individual visits).
  • The Visitor Summary displays statistics including the total number of website visitors, the number of unique visitors, the number of one-time visitors, the number of repeat visitors, and the average number of visits per visitor. The summary also includes the total number of program visitors and the number of unique program visitors. Website users can filter the report results by date range.


UsefulInfo.jpg Note: In the Visit Statistics section, Total Visits is the total number of users (everyone who accessed the website, logged-in or not.) In the BBIS Users section, Total Visits is the total number of logged-in users that visited the website. For example, here are the Visitor Summary results for a website:

Visit Statistics

- Total Visits: 13,301

- Unique Visitors: 13,265

- Average Visits per Visitor: 1.00

- One Page Visits: 12,941

BBIS Users

- Total Visits: 72

- Unique Users: 36

- Average Visits per User: 2.00

What this means — The website was viewed 13,301 times by 13,265 unique visitors. 36 views were from visitors who had previously viewed the website during this period.

Of those 13,265 unique visitors, 36 of them logged into the website a total of 72 times among them.

Web Traffic Reporting Terms

This table explains the items included in Web Traffic reports.

”Table showing available web traffic reports”




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